DQRIM
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Dale Q Rice Investment Management’s Procter & Gamble PG Stock Holding History

Dale Q Rice Investment 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 		– Sell
-1,356
Closed -$231K – 82
2025
Q1 		$231K Buy
+1,356
New +$227K 0.12% 84

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
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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Dale Q Rice Investment Management's PG Position: Q2 2025 in Review

Dale Q Rice Investment Management sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 1,356 shares — an estimated $231K sold.

Dale Q Rice Investment Management first reported a position in PG in Q1 2025 and held it in 1 quarter. The position peaked at $231K in Q1 2025. 3,955 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • Dale Q Rice Investment Management reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
  • Dale Q Rice Investment Management sold 1,356 Procter & Gamble shares in Q2 2025, an estimated $231K.
  • Dale Q Rice Investment Management first reported a position in Procter & Gamble in Q1 2025 and held it in 1 quarter.
  • Dale Q Rice Investment Management's Procter & Gamble position peaked at $231K in Q1 2025.
  • 3,955 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.