Haven Private’s Procter & Gamble PG Stock Holding History

Haven Private’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	-2,266	Closed	-$361K	–	180
2025 Q2	$361K	Buy	2,266 +1,071	+90%	+$175K	0.16%	123
2025 Q1	$204K	Buy	+1,195	New	+$200K	0.12%	125

Other funds holding PG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Haven Private's PG Position: Q3 2025 in Review

Haven Private sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 2,266 shares — an estimated $361K sold.

Haven Private first reported a position in PG in Q1 2025 and held it in 2 quarters. The position peaked at $361K in Q2 2025. 3,904 funds tracked by Wall St. Rank hold PG as of Q3 2025.

Haven Private reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
Haven Private sold 2,266 Procter & Gamble shares in Q3 2025, an estimated $361K.
Haven Private first reported a position in Procter & Gamble in Q1 2025 and held it in 2 quarters.
Haven Private's Procter & Gamble position peaked at $361K in Q2 2025.
3,904 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Haven Private's 13F filing for Q3 2025, filed 6 Nov 2025.