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Elevate Capital Advisors’s Procter & Gamble PG Stock Holding History

Elevate Capital Advisors’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
-6,207
Closed -$954K – 91
2025
Q3 		$954K Sell
6,207
-10,623
-63% -$1.66M 0.66% 49
2025
Q2 		$2.68M Buy
16,830
+4,740
+39% +$774K 2.14% 14
2025
Q1 		$2.06M Buy
12,090
+486
+4% +$81.4K 1.91% 16
2024
Q4 		$1.95M Buy
+11,604
New +$1.98M 1.71% 17

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Elevate Capital Advisors's PG Position: Q4 2025 in Review

Elevate Capital Advisors sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 6,207 shares — an estimated $954K sold.

Elevate Capital Advisors first reported a position in PG in Q4 2024 and held it in 4 quarters. The position peaked at $2.68M in Q2 2025. 4,036 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • Elevate Capital Advisors reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
  • Elevate Capital Advisors sold 6,207 Procter & Gamble shares in Q4 2025, an estimated $954K.
  • Elevate Capital Advisors first reported a position in Procter & Gamble in Q4 2024 and held it in 4 quarters.
  • Elevate Capital Advisors's Procter & Gamble position peaked at $2.68M in Q2 2025.
  • 4,036 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Elevate Capital Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.