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BetterWealth’s Procter & Gamble PG Stock Holding History

BetterWealth’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
-1,372
Closed -$219K – 70
2025
Q2 		$219K Hold
1,372
– – 0.06% 60
2025
Q1 		$234K Buy
1,372
+178
+15% +$29.8K 0.07% 57
2024
Q4 		$200K Buy
+1,194
New +$203K 0.06% 67
2024
Q3 		– Sell
-1,267
Closed -$209K – 64
2024
Q2 		$209K Hold
1,267
– – 0.07% 58
2024
Q1 		$206K Buy
+1,267
New +$199K 0.07% 61

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BetterWealth's PG Position: Q3 2025 in Review

BetterWealth sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 1,372 shares — an estimated $219K sold.

BetterWealth first reported a position in PG in Q1 2024 and held it in 5 quarters. The position peaked at $234K in Q1 2025. 3,892 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • BetterWealth reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
  • BetterWealth sold 1,372 Procter & Gamble shares in Q3 2025, an estimated $219K.
  • BetterWealth first reported a position in Procter & Gamble in Q1 2024 and held it in 5 quarters.
  • BetterWealth's Procter & Gamble position peaked at $234K in Q1 2025.
  • 3,892 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on BetterWealth's 13F filing for Q3 2025, filed 21 Oct 2025.