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Intrepid Financial Planning Group’s Procter & Gamble PG Stock Holding History

Intrepid Financial Planning Group’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
-1,529
Closed -$235K – 127
2025
Q3 		$235K Buy
1,529
+41
+3% +$6.4K 0.09% 107
2025
Q2 		$237K Hold
1,488
– – 0.1% 106
2025
Q1 		$254K Hold
1,488
– – 0.12% 101
2024
Q4 		$249K Hold
1,488
– – 0.11% 105
2024
Q3 		$258K Hold
1,488
– – 0.11% 105
2024
Q2 		$245K Hold
1,488
– – 0.11% 105
2024
Q1 		$241K Buy
1,488
+40
+3% +$6.27K 0.1% 109
2023
Q4 		$212K Hold
1,448
– – 0.1% 108
2023
Q3 		$211K Hold
1,448
– – 0.11% 102
2023
Q2 		$220K Hold
1,448
– – 0.11% 105
2023
Q1 		$215K Sell
1,448
-86
-6% -$12.3K 0.11% 103
2022
Q4 		$232K Buy
+1,534
New +$215K 0.13% 93

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

Intrepid Financial Planning Group's PG Position: Q4 2025 in Review

Intrepid Financial Planning Group sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 1,529 shares — an estimated $235K sold.

Intrepid Financial Planning Group first reported a position in PG in Q4 2022 and held it in 12 quarters. The position peaked at $258K in Q3 2024. 4,035 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • Intrepid Financial Planning Group reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
  • Intrepid Financial Planning Group sold 1,529 Procter & Gamble shares in Q4 2025, an estimated $235K.
  • Intrepid Financial Planning Group first reported a position in Procter & Gamble in Q4 2022 and held it in 12 quarters.
  • Intrepid Financial Planning Group's Procter & Gamble position peaked at $258K in Q3 2024.
  • 4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Intrepid Financial Planning Group's 13F filing for Q4 2025, filed 13 Feb 2026.