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Clearview Wealth Advisors’s Procter & Gamble PG Stock Holding History

Clearview Wealth 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 		$320K Sell
2,234
-74
-3% -$10.9K 0.2% 81
2025
Q3 		$355K Sell
2,308
-75
-3% -$11.7K 0.23% 79
2025
Q2 		$380K Sell
2,383
-8
-0.3% -$1.31K 0.26% 71
2025
Q1 		$408K Sell
2,391
-58
-2% -$9.71K 0.3% 65
2024
Q4 		$411K Sell
2,449
-196
-7% -$33.4K 0.31% 61
2024
Q3 		$458K Sell
2,645
-60
-2% -$10.2K 0.35% 55
2024
Q2 		$446K Sell
2,705
-91
-3% -$14.9K 0.39% 53
2024
Q1 		$454K Sell
2,796
-125
-4% -$19.6K 0.46% 49
2023
Q4 		$428K Buy
2,921
+18
+0.6% +$2.67K 0.5% 67
2023
Q3 		$423K Sell
2,903
-67
-2% -$10.2K 0.52% 65
2023
Q2 		$451K Sell
2,970
-20
-0.7% -$3.01K 0.46% 66
2023
Q1 		$445K Sell
2,990
-938
-24% -$134K 0.45% 67
2022
Q4 		$595K Buy
3,928
+18
+0.5% +$2.52K 0.46% 53
2022
Q3 		$494K Buy
3,910
+114
+3% +$16.2K 0.39% 48
2022
Q2 		$546K Buy
3,796
+126
+3% +$18.9K 0.41% 48
2022
Q1 		$561K Buy
3,670
+132
+4% +$20.7K 0.37% 48
2021
Q4 		$579K Sell
3,538
-845
-19% -$125K 0.35% 63
2021
Q3 		$613K Buy
4,383
+110
+3% +$15.6K 0.39% 59
2021
Q2 		$577K Buy
4,273
+4
+0.1% +$541 0.36% 63
2021
Q1 		$578K Sell
4,269
-10
-0.2% -$1.3K 0.38% 59
2020
Q4 		$595K Buy
+4,279
New +$598K 0.4% 54

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clearview Wealth Advisors's PG Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its Procter & Gamble (PG) stake by 3.2% in Q4 2025, selling an estimated $10.9K and leaving 2,234 shares worth $320K. The position accounts for 0.2% of the portfolio, ranked #81.

Clearview Wealth Advisors first reported a position in PG in Q4 2020 and has held it in 21 quarters since. The position peaked at $613K in Q3 2021. 4,022 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • Clearview Wealth Advisors held 2,234 shares of Procter & Gamble worth $320K as of Q4 2025.
  • Clearview Wealth Advisors sold 74 Procter & Gamble shares in Q4 2025, an estimated $10.9K.
  • Procter & Gamble made up 0.2% of Clearview Wealth Advisors's portfolio in Q4 2025, its #81 holding.
  • Clearview Wealth Advisors first reported a position in Procter & Gamble in Q4 2020 and has held it in 21 quarters since.
  • Clearview Wealth Advisors's Procter & Gamble position peaked at $613K in Q3 2021.
  • 4,022 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.