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Copperleaf Capital’s Procter & Gamble PG Stock Holding History

Copperleaf Capital’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
Q3 		$213K Buy
1,383
+31
+2% +$4.84K 0.1% 114
2025
Q2 		$215K Buy
1,352
+100
+8% +$16.3K 0.11% 107
2025
Q1 		$213K Buy
+1,252
New +$210K 0.13% 102
2023
Q4 		– Sell
-1,398
Closed -$204K – 88
2023
Q3 		$204K Buy
+1,398
New +$214K 0.22% 77
2022
Q3 		– Sell
-1,516
Closed -$218K – 74
2022
Q2 		$218K Buy
1,516
+203
+15% +$30.5K 0.22% 59
2022
Q1 		$201K Buy
+1,313
New +$205K 0.18% 59

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Copperleaf Capital's PG Position: Q3 2025 in Review

Copperleaf Capital increased its Procter & Gamble (PG) stake by 2.3% in Q3 2025, buying an estimated $4.84K and bringing the position to 1,383 shares worth $213K. The position accounts for 0.1% of the portfolio, ranked #114.

Copperleaf Capital first reported a position in PG in Q1 2022 and has held it in 6 quarters since. The position peaked at $218K in Q2 2022. 3,892 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Copperleaf Capital held 1,383 shares of Procter & Gamble worth $213K as of Q3 2025.
  • Copperleaf Capital bought 31 Procter & Gamble shares in Q3 2025, an estimated $4.84K.
  • Procter & Gamble made up 0.1% of Copperleaf Capital's portfolio in Q3 2025, its #114 holding.
  • Copperleaf Capital first reported a position in Procter & Gamble in Q1 2022 and has held it in 6 quarters since.
  • Copperleaf Capital's Procter & Gamble position peaked at $218K in Q2 2022.
  • 3,892 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.