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

Cherrydale 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
Q4 		– Sell
-1,520
Closed -$234K – 82
2025
Q3 		$234K Sell
1,520
-22
-1% -$3.44K 0.07% 66
2025
Q2 		$246K Sell
1,542
-291
-16% -$47.5K 0.09% 61
2025
Q1 		$312K Sell
1,833
-114
-6% -$19.1K 0.12% 52
2024
Q4 		$326K Buy
1,947
+132
+7% +$22.5K 0.13% 51
2024
Q3 		$314K Hold
1,815
– – 0.13% 48
2024
Q2 		$299K Buy
1,815
+306
+20% +$50K 0.13% 50
2024
Q1 		$245K Buy
+1,509
New +$237K 0.11% 50

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cherrydale Wealth Management's PG Position: Q4 2025 in Review

Cherrydale Wealth Management sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 1,520 shares — an estimated $234K sold.

Cherrydale Wealth Management first reported a position in PG in Q1 2024 and held it in 7 quarters. The position peaked at $326K in Q4 2024. 4,034 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • Cherrydale Wealth Management reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
  • Cherrydale Wealth Management sold 1,520 Procter & Gamble shares in Q4 2025, an estimated $234K.
  • Cherrydale Wealth Management first reported a position in Procter & Gamble in Q1 2024 and held it in 7 quarters.
  • Cherrydale Wealth Management's Procter & Gamble position peaked at $326K in Q4 2024.
  • 4,034 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Cherrydale Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.