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

FSA 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 		$572K Sell
3,720
-84
-2% -$13.1K 0.21% 27
2025
Q2 		$606K Buy
3,804
+5
+0.1% +$816 0.24% 27
2025
Q1 		$647K Buy
3,799
+136
+4% +$22.8K 0.27% 22
2024
Q4 		$614K Sell
3,663
-143
-4% -$24.4K 0.25% 25
2024
Q3 		$659K Buy
+3,806
New +$646K 0.26% 25
2024
Q1 		$587K Buy
3,619
+15
+0.4% +$2.35K 0.26% 24
2023
Q4 		$528K Buy
3,604
+15
+0.4% +$2.22K 0.25% 24
2023
Q3 		$524K Buy
3,589
+50
+1% +$7.64K 0.29% 23
2023
Q2 		$537K Buy
3,539
+15
+0.4% +$2.26K 0.29% 21
2023
Q1 		$524K Buy
3,524
+19
+0.5% +$2.72K 0.3% 21
2022
Q4 		$531K Buy
3,505
+12
+0.3% +$1.68K 0.31% 23
2022
Q3 		$441K Buy
3,493
+1,997
+133% +$284K 0.31% 27
2022
Q2 		$215K Sell
1,496
-1,330
-47% -$200K 0.6% 22
2022
Q1 		$462K Hold
2,826
– – 0.27% 26
2021
Q4 		$462K Buy
2,826
+101
+4% +$15K 0.27% 26
2021
Q3 		$381K Hold
2,725
– – 0.24% 29
2021
Q2 		$368K Hold
2,725
– – 0.23% 29
2021
Q1 		$369K Sell
2,725
-3,358
-55% -$438K 0.25% 28
2020
Q4 		$846K Sell
6,083
-602
-9% -$84.1K 0.42% 20
2020
Q3 		$929K Hold
6,685
– – 0.6% 18
2020
Q2 		$799K Sell
6,685
-123
-2% -$14.3K 0.54% 20
2020
Q1 		$749K Sell
6,808
-247
-4% -$29.6K 0.63% 18
2019
Q4 		$881K Buy
+7,055
New +$863K 0.62% 19

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FSA Wealth Management's PG Position: Q3 2025 in Review

FSA Wealth Management reduced its Procter & Gamble (PG) stake by 2.2% in Q3 2025, selling an estimated $13.1K and leaving 3,720 shares worth $572K. The position accounts for 0.21% of the portfolio, ranked #27.

FSA Wealth Management first reported a position in PG in Q4 2019 and has held it in 23 quarters since. The position peaked at $929K in Q3 2020. 3,892 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • FSA Wealth Management held 3,720 shares of Procter & Gamble worth $572K as of Q3 2025.
  • FSA Wealth Management sold 84 Procter & Gamble shares in Q3 2025, an estimated $13.1K.
  • Procter & Gamble made up 0.21% of FSA Wealth Management's portfolio in Q3 2025, its #27 holding.
  • FSA Wealth Management first reported a position in Procter & Gamble in Q4 2019 and has held it in 23 quarters since.
  • FSA Wealth Management's Procter & Gamble position peaked at $929K in Q3 2020.
  • 3,892 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.