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Claris Advisors’s Procter & Gamble PG Stock Holding History

Claris Advisors’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
-1,916
Closed -$305K – 73
2025
Q3 		$305K Hold
1,916
– – 0.11% 58
2025
Q2 		$305K Buy
+1,916
New +$313K 0.11% 58
2024
Q4 		– Sell
-633
Closed -$110K – 850
2024
Q3 		$110K Buy
+633
New +$107K 0.05% 78

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

Claris Advisors's PG Position: Q4 2025 in Review

Claris Advisors sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 1,916 shares — an estimated $305K sold.

Claris Advisors first reported a position in PG in Q3 2024 and held it in 3 quarters. The position peaked at $305K in Q3 2025. 4,035 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • Claris Advisors reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
  • Claris Advisors sold 1,916 Procter & Gamble shares in Q4 2025, an estimated $305K.
  • Claris Advisors first reported a position in Procter & Gamble in Q3 2024 and held it in 3 quarters.
  • Claris Advisors's Procter & Gamble position peaked at $305K in Q3 2025.
  • 4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Claris Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.