Bellwether Advisors’s Procter & Gamble PG Stock Holding History

Bellwether Advisors’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 Q3	–	Sell	-849	Closed	-$135K	–	445
2025 Q2	$135K	Sell	849 -8	-0.9%	-$1.31K	0.02%	149
2025 Q1	$146K	Hold	857	–	–	0.03%	146
2024 Q4	$144K	Buy	+857	New	+$146K	0.03%	157
2023 Q2	–	Sell	-849	Closed	-$126K	–	336
2023 Q1	$126K	Sell	849 -510	-38%	-$72.9K	0.03%	147
2022 Q4	$206K	Buy	1,359 +459	+51%	+$64.3K	0.06%	118
2022 Q3	$113K	Buy	900 +66	+8%	+$9.38K	0.04%	121
2022 Q2	$119K	Buy	834 +25	+3%	+$3.76K	0.04%	130
2022 Q1	$123K	Hold	809	–	–	0.04%	148
2021 Q4	$132K	Hold	809	–	–	0.04%	141
2021 Q3	$113K	Sell	809 -6	-0.7%	-$850	0.04%	167
2021 Q2	$109K	Hold	815	–	–	0.04%	148
2021 Q1	$110K	Sell	815 -24	-3%	-$3.13K	0.04%	131
2020 Q4	$116K	Buy	+839	New	+$117K	0.05%	122

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bellwether Advisors's PG Position: Q3 2025 in Review

Bellwether Advisors sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 849 shares — an estimated $135K sold.

Bellwether Advisors first reported a position in PG in Q4 2020 and held it in 13 quarters. The position peaked at $206K in Q4 2022. 3,902 funds tracked by Wall St. Rank hold PG as of Q3 2025.

Bellwether Advisors reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 849 Procter & Gamble shares in Q3 2025, an estimated $135K.
Bellwether Advisors first reported a position in Procter & Gamble in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's Procter & Gamble position peaked at $206K in Q4 2022.
3,902 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.