FGC
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Financial Gravity Companies’s Procter & Gamble PG Stock Holding History

Financial Gravity Companies’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
Q2 		$2.4M Buy
+15,052
New +$2.46M 0.47% 54
2024
Q4 		$1.95M Buy
11,649
+567
+5% +$96.6K 0.45% 55
2024
Q3 		$1.92M Buy
+11,082
New +$1.88M 0.51% 50
2018
Q4 		$99K Buy
+1,014
New +$90.6K 0.09% 212
2018
Q1 		$170K Buy
2,388
+410
+21% +$34.2K 0.17% 124
2017
Q4 		$171K Buy
+1,978
New +$178K 0.2% 104

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Financial Gravity Companies's PG Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Procter & Gamble (PG) in Q2 2025: 15,052 shares worth $2.4M. The stake represents 0.47% of the portfolio and ranks #54 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PG as recently as Q4 2024.

Financial Gravity Companies first reported a position in PG in Q4 2017 and has held it in 6 quarters since. 3,953 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • Financial Gravity Companies held 15,052 shares of Procter & Gamble worth $2.4M as of Q2 2025.
  • Procter & Gamble was a new Financial Gravity Companies position in Q2 2025.
  • Procter & Gamble made up 0.47% of Financial Gravity Companies's portfolio in Q2 2025, its #54 holding.
  • Financial Gravity Companies first reported a position in Procter & Gamble in Q4 2017 and has held it in 6 quarters since.
  • 3,953 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.