CWM
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Crowley Wealth Management’s Procter & Gamble PG Stock Holding History

Crowley 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
Q4 		– Sell
-2,932
Closed -$450K – 255
2025
Q3 		$450K Buy
2,932
+7
+0.2% +$1.09K 0.36% 50
2025
Q2 		$466K Buy
2,925
+156
+6% +$25.5K 0.42% 43
2025
Q1 		$472K Sell
2,769
-64
-2% -$10.7K 0.45% 42
2024
Q4 		$475K Buy
+2,833
New +$482K 0.42% 42

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

Crowley Wealth Management's PG Position: Q4 2025 in Review

Crowley Wealth Management sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 2,932 shares — an estimated $450K sold.

Crowley Wealth Management first reported a position in PG in Q4 2024 and held it in 4 quarters. The position peaked at $475K in Q4 2024. 4,022 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • Crowley Wealth Management reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 2,932 Procter & Gamble shares in Q4 2025, an estimated $450K.
  • Crowley Wealth Management first reported a position in Procter & Gamble in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Procter & Gamble position peaked at $475K in Q4 2024.
  • 4,022 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.