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

Hemington 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 		$462K Sell
3,007
-227
-7% -$35.5K 0.06% 85
2025
Q2 		$515K Buy
3,234
+113
+4% +$18.4K 0.07% 77
2025
Q1 		$531K Buy
3,121
+61
+2% +$10.2K 0.08% 74
2024
Q4 		$513K Buy
3,060
+125
+4% +$21.3K 0.13% 71
2024
Q3 		$484K Sell
2,935
-24
-0.8% -$4.07K 0.13% 72
2024
Q2 		$487K Buy
2,959
+121
+4% +$19.8K 0.16% 68
2024
Q1 		$461K Buy
2,838
+81
+3% +$12.7K 0.17% 75
2023
Q4 		$404K Buy
2,757
+95
+4% +$14.1K 0.16% 75
2023
Q3 		$388K Sell
2,662
-316
-11% -$48.3K 0.18% 65
2023
Q2 		$451K Sell
2,978
-192
-6% -$28.9K 0.18% 64
2023
Q1 		$471K Buy
3,170
+2
+0.1% +$286 0.19% 58
2022
Q4 		$480K Buy
3,168
+201
+7% +$28.2K 0.21% 52
2022
Q3 		$375K Sell
2,967
-75
-2% -$10.7K 0.16% 60
2022
Q2 		$437K Buy
3,042
+68
+2% +$10.2K 0.17% 63
2022
Q1 		$454K Buy
2,974
+89
+3% +$13.9K 0.15% 70
2021
Q4 		$401K Sell
2,885
-65
-2% -$9.65K 0.19% 56
2021
Q3 		$412K Buy
2,950
+29
+1% +$4.11K 0.15% 68
2021
Q2 		$394K Sell
2,921
-91
-3% -$12.3K 0.17% 63
2021
Q1 		$408K Buy
3,012
+127
+4% +$16.6K 0.17% 59
2020
Q4 		$401K Buy
+2,885
New +$403K 0.19% 56

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

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

Hemington Wealth Management reduced its Procter & Gamble (PG) stake by 7% in Q3 2025, selling an estimated $35.5K and leaving 3,007 shares worth $462K. The position accounts for 0.06% of the portfolio, ranked #85.

Hemington Wealth Management first reported a position in PG in Q4 2020 and has held it in 20 quarters since. The position peaked at $531K in Q1 2025. 3,892 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Hemington Wealth Management held 3,007 shares of Procter & Gamble worth $462K as of Q3 2025.
  • Hemington Wealth Management sold 227 Procter & Gamble shares in Q3 2025, an estimated $35.5K.
  • Procter & Gamble made up 0.06% of Hemington Wealth Management's portfolio in Q3 2025, its #85 holding.
  • Hemington Wealth Management first reported a position in Procter & Gamble in Q4 2020 and has held it in 20 quarters since.
  • Hemington Wealth Management's Procter & Gamble position peaked at $531K in Q1 2025.
  • 3,892 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.