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

Congress 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 		$30.9M Buy
194,084
+43,844
+29% +$7.16M 0.3% 78
2025
Q1 		$25.5M Buy
150,240
+47,566
+46% +$7.97M 0.31% 80
2024
Q4 		$17.2M Sell
102,674
-140
-0.1% -$23.8K 0.24% 124
2024
Q3 		$17.8M Sell
102,814
-47,525
-32% -$8.07M 0.24% 118
2024
Q2 		$24.8M Buy
150,339
+13,241
+10% +$2.16M 0.39% 54
2024
Q1 		$22.2M Buy
137,098
+798
+0.6% +$125K 0.38% 61
2023
Q4 		$20M Buy
136,300
+10,324
+8% +$1.53M 0.37% 60
2023
Q3 		$18.4M Buy
125,976
+1,546
+1% +$236K 0.38% 55
2023
Q2 		$18.9M Sell
124,430
-470
-0.4% -$70.8K 0.44% 51
2023
Q1 		$18.6M Sell
124,900
-168
-0.1% -$24K 0.45% 47
2022
Q4 		$19M Buy
125,068
+1,197
+1% +$168K 0.49% 45
2022
Q3 		$15.6M Buy
123,871
+4,725
+4% +$671K 0.42% 51
2022
Q2 		$17.1M Sell
119,146
-725
-0.6% -$109K 0.44% 51
2022
Q1 		$18.3M Sell
119,871
-11,755
-9% -$1.84M 0.4% 60
2021
Q4 		$21.5M Buy
+131,626
New +$19.5M 0.43% 61

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
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

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

Congress Wealth Management increased its Procter & Gamble (PG) stake by 29% in Q2 2025, buying an estimated $7.16M and bringing the position to 194,084 shares worth $30.9M. The position accounts for 0.3% of the portfolio, ranked #78.

Congress Wealth Management first reported a position in PG in Q4 2021 and has held it in 15 quarters since. 3,963 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • Congress Wealth Management held 194,084 shares of Procter & Gamble worth $30.9M as of Q2 2025.
  • Congress Wealth Management bought 43,844 Procter & Gamble shares in Q2 2025, an estimated $7.16M.
  • Procter & Gamble made up 0.3% of Congress Wealth Management's portfolio in Q2 2025, its #78 holding.
  • Congress Wealth Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 15 quarters since.
  • 3,963 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.