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Fulcrum Equity Management’s Procter & Gamble PG Stock Holding History

Fulcrum Equity 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
Q2 		– Sell
-1,330
Closed -$227K – 120
2025
Q1 		$227K Sell
1,330
-1,063
-44% -$178K 0.25% 84
2024
Q4 		$401K Sell
2,393
-822
-26% -$140K 0.4% 68
2024
Q3 		$557K Sell
3,215
-238
-7% -$40.4K 0.47% 69
2024
Q2 		$570K Buy
3,453
+979
+40% +$160K 0.51% 65
2024
Q1 		$401K Buy
2,474
+235
+10% +$36.9K 0.47% 69
2023
Q4 		$328K Sell
2,239
-527
-19% -$78.1K 0.41% 69
2023
Q3 		$403K Buy
2,766
+47
+2% +$7.18K 0.47% 57
2023
Q2 		$413K Buy
2,719
+774
+40% +$117K 0.48% 54
2023
Q1 		$289K Buy
1,945
+234
+14% +$33.5K 0.27% 68
2022
Q4 		$259K Buy
1,711
+95
+6% +$13.3K 0.21% 59
2022
Q3 		$204K Buy
+1,616
New +$230K 0.17% 62

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

Fulcrum Equity Management's PG Position: Q2 2025 in Review

Fulcrum Equity Management sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 1,330 shares — an estimated $227K sold.

Fulcrum Equity Management first reported a position in PG in Q3 2022 and held it in 11 quarters. The position peaked at $570K in Q2 2024. 3,954 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • Fulcrum Equity Management reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
  • Fulcrum Equity Management sold 1,330 Procter & Gamble shares in Q2 2025, an estimated $227K.
  • Fulcrum Equity Management first reported a position in Procter & Gamble in Q3 2022 and held it in 11 quarters.
  • Fulcrum Equity Management's Procter & Gamble position peaked at $570K in Q2 2024.
  • 3,954 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Fulcrum Equity Management's 13F filing for Q2 2025, filed 25 Aug 2025.