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FullCircle Wealth’s Procter & Gamble PG Stock Holding History

FullCircle 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
Q3 		$434K Buy
2,950
+429
+17% +$67K 0.15% 158
2025
Q2 		$380K Buy
2,521
+489
+24% +$79.8K 0.14% 166
2025
Q1 		$329K Buy
2,032
+189
+10% +$31.7K 0.14% 158
2024
Q4 		$315K Buy
1,843
+267
+17% +$45.5K 0.13% 154
2024
Q3 		$267K Buy
1,576
+51
+3% +$8.66K 0.12% 155
2024
Q2 		$256K Buy
+1,525
New +$249K 0.13% 146

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

FullCircle Wealth's PG Position: Q3 2025 in Review

FullCircle Wealth increased its Procter & Gamble (PG) stake by 17% in Q3 2025, buying an estimated $67K and bringing the position to 2,950 shares worth $434K. The position accounts for 0.15% of the portfolio, ranked #158.

FullCircle Wealth first reported a position in PG in Q2 2024 and has held it in 6 quarters since. 3,892 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • FullCircle Wealth held 2,950 shares of Procter & Gamble worth $434K as of Q3 2025.
  • FullCircle Wealth bought 429 Procter & Gamble shares in Q3 2025, an estimated $67K.
  • Procter & Gamble made up 0.15% of FullCircle Wealth's portfolio in Q3 2025, its #158 holding.
  • FullCircle Wealth first reported a position in Procter & Gamble in Q2 2024 and has held it in 6 quarters since.
  • 3,892 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.