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FWG Investments’s Procter & Gamble PG Stock Holding History

FWG Investments’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 		– Sell
-1,264
Closed -$201K – 117
2025
Q2 		$201K Buy
+1,264
New +$206K 0.15% 105
2025
Q1 		– Sell
-2,362
Closed -$396K – 98
2024
Q4 		$396K Buy
2,362
+4
+0.2% +$681 0.31% 78
2024
Q3 		$408K Buy
2,358
+88
+4% +$14.9K 0.35% 68
2024
Q2 		$374K Sell
2,270
-15
-0.7% -$2.45K 0.38% 68
2024
Q1 		$371K Buy
2,285
+64
+3% +$10K 0.4% 61
2023
Q4 		$326K Buy
+2,221
New +$329K 0.4% 60

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FWG Investments's PG Position: Q3 2025 in Review

FWG Investments sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 1,264 shares — an estimated $201K sold.

FWG Investments first reported a position in PG in Q4 2023 and held it in 6 quarters. The position peaked at $408K in Q3 2024. 3,904 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • FWG Investments reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
  • FWG Investments sold 1,264 Procter & Gamble shares in Q3 2025, an estimated $201K.
  • FWG Investments first reported a position in Procter & Gamble in Q4 2023 and held it in 6 quarters.
  • FWG Investments's Procter & Gamble position peaked at $408K in Q3 2024.
  • 3,904 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on FWG Investments's 13F filing for Q3 2025, filed 29 Oct 2025.