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IBEX Wealth Advisors’s Procter & Gamble PG Stock Holding History

IBEX 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
-1,408
Closed -$216K – 181
2025
Q3 		$216K Buy
1,408
+7
+0.5% +$1.09K 0.02% 193
2025
Q2 		$223K Buy
+1,401
New +$229K 0.02% 183
2024
Q4 		– Sell
-28,582
Closed -$3.98M – 225
2024
Q3 		$3.98M Buy
28,582
+27,692
+3,111% +$4.7M 1.09% 41
2024
Q2 		$147K Buy
+890
New +$146K 0.02% 140
2021
Q4 		– Sell
-1,755
Closed -$245K – 359
2021
Q3 		$245K Buy
1,755
+5
+0.3% +$709 0.05% 157
2021
Q2 		$236K Buy
+1,750
New +$237K 0.05% 162
2019
Q3 		– Sell
-1,735
Closed -$190K – 305
2019
Q2 		$190K Buy
+1,735
New +$185K 0.05% 136
2018
Q1 		– Sell
-2,348
Closed -$215K – 114
2017
Q4 		$215K Sell
2,348
-600
-20% -$54K 0.1% 88
2017
Q3 		$272K Sell
2,948
-116
-4% -$10.6K 0.1% 114
2017
Q2 		$266K Buy
+3,064
New +$270K 0.1% 115
2017
Q1 		– Sell
-1,238
Closed -$108K – 294
2016
Q4 		$108K Sell
1,238
-1,063
-46% -$90.6K 0.05% 133
2016
Q3 		$207K Buy
+2,301
New +$200K 0.11% 108

Other funds holding PG

Vanguard Group
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IBEX Wealth Advisors's PG Position: Q4 2025 in Review

IBEX Wealth Advisors sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 1,408 shares — an estimated $216K sold.

IBEX Wealth Advisors first reported a position in PG in Q3 2016 and held it in 12 quarters. The position peaked at $3.98M in Q3 2024. 4,035 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • IBEX Wealth Advisors reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,408 Procter & Gamble shares in Q4 2025, an estimated $216K.
  • IBEX Wealth Advisors first reported a position in Procter & Gamble in Q3 2016 and held it in 12 quarters.
  • IBEX Wealth Advisors's Procter & Gamble position peaked at $3.98M in Q3 2024.
  • 4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on IBEX Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.