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Centricity Wealth Management’s Procter & Gamble PG Stock Holding History

Centricity 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 		$375K Hold
2,354
– – 0.3% 56
2025
Q1 		$401K Hold
2,354
– – 0.36% 47
2024
Q4 		$395K Buy
+2,354
New +$401K 0.37% 51

Other funds holding PG

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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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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

Centricity Wealth Management's PG Position: Q2 2025 in Review

Centricity Wealth Management held its Procter & Gamble (PG) position steady in Q2 2025 at 2,354 shares worth $375K. The position accounts for 0.3% of the portfolio, ranked #56.

Centricity Wealth Management first reported a position in PG in Q4 2024 and has held it in 3 quarters since. The position peaked at $401K in Q1 2025. 3,962 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • Centricity Wealth Management held 2,354 shares of Procter & Gamble worth $375K as of Q2 2025.
  • Centricity Wealth Management left its Procter & Gamble share count unchanged in Q2 2025.
  • Procter & Gamble made up 0.3% of Centricity Wealth Management's portfolio in Q2 2025, its #56 holding.
  • Centricity Wealth Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Procter & Gamble position peaked at $401K in Q1 2025.
  • 3,962 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.