Evergreen Private Wealth’s Procter & Gamble PG Stock Holding History

Evergreen Private Wealth’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	-431	Closed	-$66.2K	–	189
2025 Q3	$66.2K	Buy	431 +12	+3%	+$1.87K	0.03%	103
2025 Q2	$66.8K	Sell	419 -14	-3%	-$2.29K	0.03%	106
2025 Q1	$73.8K	Hold	433	–	–	0.03%	105
2024 Q4	$72.6K	Hold	433	–	–	0.03%	105
2024 Q3	$75K	Hold	433	–	–	0.03%	107
2024 Q2	$71.4K	Hold	433	–	–	0.04%	107
2024 Q1	$70.3K	Hold	433	–	–	0.04%	109
2023 Q4	$63.5K	Buy	+433	New	+$64.1K	0.03%	101

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

Evergreen Private Wealth's PG Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 431 shares — an estimated $66.2K sold.

Evergreen Private Wealth first reported a position in PG in Q4 2023 and held it in 8 quarters. The position peaked at $75K in Q3 2024. 4,035 funds tracked by Wall St. Rank hold PG as of Q4 2025.

Evergreen Private Wealth reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 431 Procter & Gamble shares in Q4 2025, an estimated $66.2K.
Evergreen Private Wealth first reported a position in Procter & Gamble in Q4 2023 and held it in 8 quarters.
Evergreen Private Wealth's Procter & Gamble position peaked at $75K in Q3 2024.
4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.