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Bennett Associates Wealth Management’s Procter & Gamble PG Stock Holding History

Bennett Associates Wealth Management’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
-1,420
Closed -$226K – 52
2025
Q2 		$226K Buy
+1,420
New +$232K 0.17% 47
2025
Q1 		– Sell
-1,665
Closed -$279K – 49
2024
Q4 		$279K Buy
+1,665
New +$284K 0.23% 43
2024
Q1 		– Sell
-3,170
Closed -$465K – 41
2023
Q4 		$465K Buy
+3,170
New +$470K 0.45% 29

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bennett Associates Wealth Management's PG Position: Q3 2025 in Review

Bennett Associates Wealth Management sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 1,420 shares — an estimated $226K sold.

Bennett Associates Wealth Management first reported a position in PG in Q4 2023 and held it in 3 quarters. The position peaked at $465K in Q4 2023. 3,902 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Bennett Associates Wealth Management reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
  • Bennett Associates Wealth Management sold 1,420 Procter & Gamble shares in Q3 2025, an estimated $226K.
  • Bennett Associates Wealth Management first reported a position in Procter & Gamble in Q4 2023 and held it in 3 quarters.
  • Bennett Associates Wealth Management's Procter & Gamble position peaked at $465K in Q4 2023.
  • 3,902 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Bennett Associates Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.