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

Gitterman 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 		$576K Buy
3,751
+780
+26% +$122K 0.13% 43
2025
Q2 		$473K Hold
2,971
– – 0.11% 47
2025
Q1 		$506K Sell
2,971
-20
-0.7% -$3.35K 0.13% 42
2024
Q4 		$501K Buy
2,991
+138
+5% +$23.5K 0.21% 37
2024
Q3 		$494K Hold
2,853
– – 0.21% 30
2024
Q2 		$470K Hold
2,853
– – 0.18% 29
2024
Q1 		$463K Hold
2,853
– – 0.18% 32
2023
Q4 		$418K Sell
2,853
-94
-3% -$13.9K 0.19% 27
2023
Q3 		$430K Buy
2,947
+44
+2% +$6.72K 0.2% 25
2023
Q2 		$440K Sell
2,903
-50
-2% -$7.54K 0.21% 26
2023
Q1 		$439K Hold
2,953
– – 0.21% 21
2022
Q4 		$448K Hold
2,953
– – 0.22% 24
2022
Q3 		$374K Buy
2,953
+55
+2% +$7.81K 0.39% 28
2022
Q2 		$417K Sell
2,898
-20
-0.7% -$3.01K 0.39% 27
2022
Q1 		$446K Buy
2,918
+150
+5% +$23.5K 0.36% 33
2021
Q4 		$453K Hold
2,768
– – 0.34% 37
2021
Q3 		$387K Hold
2,768
– – 0.31% 34
2021
Q2 		$373K Hold
2,768
– – 0.3% 34
2021
Q1 		$375K Buy
+2,768
New +$361K 0.24% 34

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

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

Gitterman Wealth Management increased its Procter & Gamble (PG) stake by 26% in Q3 2025, buying an estimated $122K and bringing the position to 3,751 shares worth $576K. The position accounts for 0.13% of the portfolio, ranked #43.

Gitterman Wealth Management first reported a position in PG in Q1 2021 and has held it in 19 quarters since. 3,892 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Gitterman Wealth Management held 3,751 shares of Procter & Gamble worth $576K as of Q3 2025.
  • Gitterman Wealth Management bought 780 Procter & Gamble shares in Q3 2025, an estimated $122K.
  • Procter & Gamble made up 0.13% of Gitterman Wealth Management's portfolio in Q3 2025, its #43 holding.
  • Gitterman Wealth Management first reported a position in Procter & Gamble in Q1 2021 and has held it in 19 quarters since.
  • 3,892 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.