CAWM
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Capital A Wealth Management’s Procter & Gamble PG Stock Holding History

Capital A 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
Q2 		$46.6K Buy
318
+101
+47% +$16.5K 0.52% 52
2025
Q1 		$37K Buy
217
+29
+15% +$4.86K 0.04% 174
2024
Q4 		$31.4K Buy
+188
New +$32K 0.05% 193

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Capital A Wealth Management's PG Position: Q2 2025 in Review

Capital A Wealth Management increased its Procter & Gamble (PG) stake by 47% in Q2 2025, buying an estimated $16.5K and bringing the position to 318 shares worth $46.6K. The position accounts for 0.52% of the portfolio, ranked #52.

Capital A Wealth Management first reported a position in PG in Q4 2024 and has held it in 3 quarters since. 3,953 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • Capital A Wealth Management held 318 shares of Procter & Gamble worth $46.6K as of Q2 2025.
  • Capital A Wealth Management bought 101 Procter & Gamble shares in Q2 2025, an estimated $16.5K.
  • Procter & Gamble made up 0.52% of Capital A Wealth Management's portfolio in Q2 2025, its #52 holding.
  • Capital A Wealth Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 3 quarters since.
  • 3,953 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.