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Heritage Wealth Management (Texas)’s Procter & Gamble PG Stock Holding History

Heritage Wealth Management (Texas)’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
-1,289
Closed -$205K – 40
2025
Q2 		$205K Sell
1,289
-400
-24% -$65.3K 0.1% 33
2025
Q1 		$288K Hold
1,689
– – 0.17% 30
2024
Q4 		$283K Hold
1,689
– – 0.17% 29
2024
Q3 		$293K Hold
1,689
– – 0.17% 30
2024
Q2 		$279K Buy
+1,689
New +$276K 0.17% 31

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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 $3.37T AUM 44.26% 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

Heritage Wealth Management (Texas)'s PG Position: Q3 2025 in Review

Heritage Wealth Management (Texas) sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 1,289 shares — an estimated $205K sold.

Heritage Wealth Management (Texas) first reported a position in PG in Q2 2024 and held it in 5 quarters. The position peaked at $293K in Q3 2024. 3,903 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Heritage Wealth Management (Texas) reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
  • Heritage Wealth Management (Texas) sold 1,289 Procter & Gamble shares in Q3 2025, an estimated $205K.
  • Heritage Wealth Management (Texas) first reported a position in Procter & Gamble in Q2 2024 and held it in 5 quarters.
  • Heritage Wealth Management (Texas)'s Procter & Gamble position peaked at $293K in Q3 2024.
  • 3,903 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q3 2025, filed 31 Oct 2025.