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Disciplined Equity Management’s Procter & Gamble PG Stock Holding History

Disciplined Equity 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
Q3 		– Sell
-6
Closed -$956 – 60
2025
Q2 		$956 Buy
+6
New +$979 ﹤0.01% 60
2024
Q4 		– Sell
-6
Closed -$1.04K – 60
2024
Q3 		$1.04K Hold
6
– – ﹤0.01% 61
2024
Q2 		$990 Hold
6
– – ﹤0.01% 61
2024
Q1 		$974 Hold
6
– – ﹤0.01% 57
2023
Q4 		$880 Buy
+6
New +$889 ﹤0.01% 100
2022
Q3 		– Sell
-1,000
Closed -$144K – 65
2022
Q2 		$144K Buy
+1,000
New +$150K 0.13% 47
2022
Q1 		– Sell
-5,281
Closed -$864K – 44
2021
Q4 		$864K Buy
+5,281
New +$784K 0.83% 26

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

Disciplined Equity Management's PG Position: Q3 2025 in Review

Disciplined Equity Management sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 6 shares — an estimated $956 sold.

Disciplined Equity Management first reported a position in PG in Q4 2021 and held it in 7 quarters. The position peaked at $864K in Q4 2021. 3,893 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Disciplined Equity Management reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
  • Disciplined Equity Management sold 6 Procter & Gamble shares in Q3 2025, an estimated $956.
  • Disciplined Equity Management first reported a position in Procter & Gamble in Q4 2021 and held it in 7 quarters.
  • Disciplined Equity Management's Procter & Gamble position peaked at $864K in Q4 2021.
  • 3,893 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Disciplined Equity Management's 13F filing for Q3 2025, filed 22 Oct 2025.