D. Scott Neal’s Procter & Gamble PG Stock Holding History

D. Scott Neal’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	$556K	Buy	3,617 +10	+0.3%	+$1.56K	0.26%	33
2025 Q2	$575K	Buy	3,607 +338	+10%	+$55.2K	0.29%	30
2025 Q1	$557K	Hold	3,269	–	–	0.31%	28
2024 Q4	$548K	Hold	3,269	–	–	0.3%	29
2024 Q3	$566K	Buy	3,269 +9	+0.3%	+$1.53K	0.3%	30
2024 Q2	$538K	Hold	3,260	–	–	0.3%	36
2024 Q1	$529K	Hold	3,260	–	–	0.35%	36
2023 Q4	$478K	Hold	3,260	–	–	0.43%	34
2023 Q3	$476K	Hold	3,260	–	–	0.41%	35
2023 Q2	$495K	Sell	3,260 -174	-5%	-$26.2K	0.37%	36
2023 Q1	$511K	Hold	3,434	–	–	0.29%	34
2022 Q4	$520K	Sell	3,434 -582	-14%	-$81.6K	0.25%	34
2022 Q3	$507K	Sell	4,016 -970	-19%	-$138K	0.21%	32
2022 Q2	$717K	Buy	4,986 +216	+5%	+$32.5K	0.3%	28
2022 Q1	$729K	Buy	4,770 +1,945	+69%	+$304K	0.29%	30
2021 Q4	$462K	Sell	2,825 -38	-1%	-$5.64K	0.17%	38
2021 Q3	$400K	Buy	2,863 +565	+25%	+$80.1K	0.17%	30
2021 Q2	$310K	Hold	2,298	–	–	0.14%	37
2021 Q1	$311K	Buy	2,298 +31	+1%	+$4.04K	0.14%	32
2020 Q4	$315K	Buy	2,267 +147	+7%	+$20.5K	0.15%	29
2020 Q3	$295K	Hold	2,120	–	–	0.17%	28
2020 Q2	$253K	Hold	2,120	–	–	0.16%	31
2020 Q1	$233K	Hold	2,120	–	–	0.14%	30
2019 Q4	$265K	Sell	2,120 -600	-22%	-$73.4K	0.13%	37
2019 Q3	$338K	Buy	2,720 +24	+0.9%	+$2.84K	0.17%	27
2019 Q2	$296K	Hold	2,696	–	–	0.16%	25
2019 Q1	$281K	Hold	2,696	–	–	0.15%	24
2018 Q4	$248K	Hold	2,696	–	–	0.14%	24
2018 Q3	$224K	Hold	2,696	–	–	0.11%	31
2018 Q2	$210K	Sell	2,696 -666	-20%	-$50.1K	0.12%	35
2018 Q1	$267K	Hold	3,362	–	–	0.15%	32
2017 Q4	$309K	Sell	3,362 -1	-0%	-$90	0.19%	35
2017 Q3	$306K	Hold	3,363	–	–	0.18%	35
2017 Q2	$293K	Sell	3,363 -400	-11%	-$35.3K	0.2%	35
2017 Q1	$338K	Buy	3,763 +760	+25%	+$67.4K	0.22%	32
2016 Q4	$252K	Buy	3,003 +6	+0.2%	+$511	0.18%	31
2016 Q3	$269K	Buy	2,997 +546	+22%	+$47.4K	0.21%	25
2016 Q2	$208K	Buy	2,451 +1	+0%	+$82	0.18%	31
2016 Q1	$202K	Buy	2,450 +29	+1%	+$2.34K	0.19%	30
2015 Q4	$192K	Sell	2,421 -523	-18%	-$40K	0.15%	31
2015 Q3	$212K	Hold	2,944	–	–	0.18%	32
2015 Q2	$230K	Hold	2,944	–	–	0.16%	35
2015 Q1	$241K	Hold	2,944	–	–	0.17%	32
2014 Q4	$268K	Hold	2,944	–	–	0.19%	33
2014 Q3	$247K	Hold	2,944	–	–	0.2%	32
2014 Q2	$231K	Hold	2,944	–	–	0.18%	33
2014 Q1	$237K	Buy	+2,944	New	+$232K	0.2%	39

Other funds holding PG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

D. Scott Neal's PG Position: Q3 2025 in Review

D. Scott Neal increased its Procter & Gamble (PG) stake by 0.28% in Q3 2025, buying an estimated $1.56K and bringing the position to 3,617 shares worth $556K. The position accounts for 0.26% of the portfolio, ranked #33.

D. Scott Neal first reported a position in PG in Q1 2014 and has held it in 47 quarters since. The position peaked at $729K in Q1 2022. 3,892 funds tracked by Wall St. Rank hold PG as of Q3 2025.

D. Scott Neal held 3,617 shares of Procter & Gamble worth $556K as of Q3 2025.
D. Scott Neal bought 10 Procter & Gamble shares in Q3 2025, an estimated $1.56K.
Procter & Gamble made up 0.26% of D. Scott Neal's portfolio in Q3 2025, its #33 holding.
D. Scott Neal first reported a position in Procter & Gamble in Q1 2014 and has held it in 47 quarters since.
D. Scott Neal's Procter & Gamble position peaked at $729K in Q1 2022.
3,892 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on D. Scott Neal's 13F filing for Q3 2025, filed 28 Oct 2025.