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Atlas Wealth Partners’s Procter & Gamble PG Stock Holding History

Atlas Wealth Partners’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,352
Closed -$208K – 66
2025
Q3 		$208K Hold
1,352
– – 0.21% 60
2025
Q2 		$215K Hold
1,352
– – 0.25% 50
2025
Q1 		$230K Hold
1,352
– – 0.28% 45
2024
Q4 		$227K Hold
1,352
– – 0.29% 45
2024
Q3 		$234K Buy
+1,352
New +$230K 0.36% 46

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Atlas Wealth Partners's PG Position: Q4 2025 in Review

Atlas Wealth Partners sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 1,352 shares — an estimated $208K sold.

Atlas Wealth Partners first reported a position in PG in Q3 2024 and held it in 5 quarters. The position peaked at $234K in Q3 2024. 4,023 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • Atlas Wealth Partners reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
  • Atlas Wealth Partners sold 1,352 Procter & Gamble shares in Q4 2025, an estimated $208K.
  • Atlas Wealth Partners first reported a position in Procter & Gamble in Q3 2024 and held it in 5 quarters.
  • Atlas Wealth Partners's Procter & Gamble position peaked at $234K in Q3 2024.
  • 4,023 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Atlas Wealth Partners's 13F filing for Q4 2025, filed 26 Jan 2026.