Dynasty Wealth Management’s Procter & Gamble PG Stock Holding History

Dynasty 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	-2,127	Closed	-$327K	–	344
2025 Q3	$327K	Buy	+2,127	New	+$332K	﹤0.01%	252
2025 Q2	–	Sell	-7,698	Closed	-$1.31M	–	248
2025 Q1	$1.31M	Sell	7,698 -8	-0.1%	-$1.34K	0.02%	126
2024 Q4	$1.29M	Buy	7,706 +203	+3%	+$34.6K	0.02%	126
2024 Q3	$1.3M	Sell	7,503 -110	-1%	-$18.7K	0.04%	113
2024 Q2	$1.26M	Sell	7,613 -581	-7%	-$95K	0.04%	114
2024 Q1	$1.33M	Buy	+8,194	New	+$1.29M	0.04%	99
2018 Q4	–	Sell	-4,559	Closed	-$379K	–	81
2018 Q3	$379K	Buy	+4,559	New	+$373K	0.49%	51

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

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

Dynasty Wealth Management sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 2,127 shares — an estimated $327K sold.

Dynasty Wealth Management first reported a position in PG in Q3 2018 and held it in 7 quarters. The position peaked at $1.33M in Q1 2024. 4,035 funds tracked by Wall St. Rank hold PG as of Q4 2025.

Dynasty Wealth Management reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
Dynasty Wealth Management sold 2,127 Procter & Gamble shares in Q4 2025, an estimated $327K.
Dynasty Wealth Management first reported a position in Procter & Gamble in Q3 2018 and held it in 7 quarters.
Dynasty Wealth Management's Procter & Gamble position peaked at $1.33M in Q1 2024.
4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Dynasty Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.