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Eagle Bluffs Wealth Management’s Procter & Gamble PG Stock Holding History

Eagle Bluffs 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
Q3 		– Sell
-1,260
Closed -$201K – 78
2025
Q2 		$201K Hold
1,260
– – 0.1% 73
2025
Q1 		$215K Buy
+1,260
New +$211K 0.11% 73
2024
Q2 		– Sell
-3,071
Closed -$498K – 74
2024
Q1 		$498K Hold
3,071
– – 0.31% 54
2023
Q4 		$450K Sell
3,071
-35
-1% -$5.18K 0.31% 56
2023
Q3 		$453K Sell
3,106
-163
-5% -$24.9K 0.35% 52
2023
Q2 		$496K Buy
3,269
+70
+2% +$10.6K 0.38% 52
2023
Q1 		$476K Buy
+3,199
New +$457K 0.39% 51
2022
Q1 		– Sell
-5,897
Closed -$965K – 69
2021
Q4 		$965K Buy
+5,897
New +$876K 1.01% 32

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Eagle Bluffs Wealth Management's PG Position: Q3 2025 in Review

Eagle Bluffs Wealth Management sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 1,260 shares — an estimated $201K sold.

Eagle Bluffs Wealth Management first reported a position in PG in Q4 2021 and held it in 8 quarters. The position peaked at $965K in Q4 2021. 3,902 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Eagle Bluffs Wealth Management reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
  • Eagle Bluffs Wealth Management sold 1,260 Procter & Gamble shares in Q3 2025, an estimated $201K.
  • Eagle Bluffs Wealth Management first reported a position in Procter & Gamble in Q4 2021 and held it in 8 quarters.
  • Eagle Bluffs Wealth Management's Procter & Gamble position peaked at $965K in Q4 2021.
  • 3,902 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Eagle Bluffs Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.