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Berry Wealth Group’s Procter & Gamble PG Stock Holding History

Berry Wealth Group’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
-4,391
Closed -$700K – 87
2025
Q2 		$700K Buy
4,391
+122
+3% +$19.9K 0.49% 38
2025
Q1 		$727K Buy
4,269
+1,026
+32% +$172K 0.57% 36
2024
Q4 		$544K Buy
3,243
+155
+5% +$26.4K 0.39% 40
2024
Q3 		$535K Sell
3,088
-20
-0.6% -$3.4K 0.38% 39
2024
Q2 		$513K Buy
3,108
+388
+14% +$63.4K 0.41% 38
2024
Q1 		$441K Buy
2,720
+1,074
+65% +$168K 0.37% 37
2023
Q4 		$241K Buy
+1,646
New +$244K 0.22% 54

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 $3.38T AUM 44.17% 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

Berry Wealth Group's PG Position: Q3 2025 in Review

Berry Wealth Group sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 4,391 shares — an estimated $700K sold.

Berry Wealth Group first reported a position in PG in Q4 2023 and held it in 7 quarters. The position peaked at $727K in Q1 2025. 3,904 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Berry Wealth Group reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 4,391 Procter & Gamble shares in Q3 2025, an estimated $700K.
  • Berry Wealth Group first reported a position in Procter & Gamble in Q4 2023 and held it in 7 quarters.
  • Berry Wealth Group's Procter & Gamble position peaked at $727K in Q1 2025.
  • 3,904 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.