CFO
PG icon

Collective Family Office’s Procter & Gamble PG Stock Holding History

Collective Family Office’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
-1,580
Closed -$243K – 160
2025
Q3 		$243K Sell
1,580
-94
-6% -$14.7K 0.06% 149
2025
Q2 		$267K Buy
1,674
+48
+3% +$7.83K 0.07% 143
2025
Q1 		$277K Sell
1,626
-260
-14% -$43.5K 0.07% 139
2024
Q4 		$316K Hold
1,886
– – 0.09% 136
2024
Q3 		$327K Sell
1,886
-185
-9% -$31.4K 0.09% 138
2024
Q2 		$342K Sell
2,071
-418
-17% -$68.3K 0.1% 137
2024
Q1 		$404K Buy
2,489
+414
+20% +$64.9K 0.13% 124
2023
Q4 		$304K Hold
2,075
– – 0.11% 134
2023
Q3 		$303K Sell
2,075
-112
-5% -$17.1K 0.12% 132
2023
Q2 		$332K Sell
2,187
-8
-0.4% -$1.21K 0.13% 131
2023
Q1 		$326K Sell
2,195
-60
-3% -$8.58K 0.13% 128
2022
Q4 		$342K Buy
2,255
+15
+0.7% +$2.1K 0.15% 120
2022
Q3 		$283K Sell
2,240
-1,399
-38% -$199K 0.14% 136
2022
Q2 		$523K Sell
3,639
-9
-0.2% -$1.35K 0.23% 102
2022
Q1 		$557K Sell
3,648
-17
-0.5% -$2.66K 0.21% 108
2021
Q4 		$600K Buy
3,665
+182
+5% +$27K 0.24% 100
2021
Q3 		$487K Buy
3,483
+44
+1% +$6.24K 0.21% 105
2021
Q2 		$464K Hold
3,439
– – 0.2% 112
2021
Q1 		$466K Buy
3,439
+434
+14% +$56.6K 0.23% 107
2020
Q4 		$418K Buy
+3,005
New +$420K 0.23% 105

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

Collective Family Office's PG Position: Q4 2025 in Review

Collective Family Office sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 1,580 shares — an estimated $243K sold.

Collective Family Office first reported a position in PG in Q4 2020 and held it in 20 quarters. The position peaked at $600K in Q4 2021. 4,023 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • Collective Family Office reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
  • Collective Family Office sold 1,580 Procter & Gamble shares in Q4 2025, an estimated $243K.
  • Collective Family Office first reported a position in Procter & Gamble in Q4 2020 and held it in 20 quarters.
  • Collective Family Office's Procter & Gamble position peaked at $600K in Q4 2021.
  • 4,023 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Collective Family Office's 13F filing for Q4 2025, filed 6 Jan 2026.