Grey Fox Wealth Advisors’s Procter & Gamble PG Stock Holding History

Grey Fox Wealth Advisors’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 Q4	–	Sell	-654	Closed	-$101K	–	468
2025 Q3	$101K	Buy	+654	New	+$102K	0.02%	186
2023 Q2	–	Sell	-991	Closed	-$147K	–	400
2023 Q1	$147K	Buy	991 +31	+3%	+$4.43K	0.09%	113
2022 Q4	$145K	Buy	+960	New	+$135K	0.1%	111

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grey Fox Wealth Advisors's PG Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 654 shares — an estimated $101K sold.

Grey Fox Wealth Advisors first reported a position in PG in Q4 2022 and held it in 3 quarters. The position peaked at $147K in Q1 2023. 4,022 funds tracked by Wall St. Rank hold PG as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 654 Procter & Gamble shares in Q4 2025, an estimated $101K.
Grey Fox Wealth Advisors first reported a position in Procter & Gamble in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's Procter & Gamble position peaked at $147K in Q1 2023.
4,022 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.