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

Cura 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	–	Sell	-1,713	Closed	-$263K	–	148
2025 Q3	$263K	Buy	+1,713	New	+$268K	0.1%	96

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Cura Wealth Advisors sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 1,713 shares — an estimated $263K sold.

Cura Wealth Advisors first reported a position in PG in Q3 2025 and held it in 1 quarter. The position peaked at $263K in Q3 2025. 4,035 funds tracked by Wall St. Rank hold PG as of Q4 2025.

Cura Wealth Advisors reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
Cura Wealth Advisors sold 1,713 Procter & Gamble shares in Q4 2025, an estimated $263K.
Cura Wealth Advisors first reported a position in Procter & Gamble in Q3 2025 and held it in 1 quarter.
Cura Wealth Advisors's Procter & Gamble position peaked at $263K in Q3 2025.
4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Cura Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.