Ipsen Advisor Group’s Procter & Gamble PG Stock Holding History

Ipsen Advisor 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 Q2	–	Sell	-1,223	Closed	-$208K	–	101
2025 Q1	$208K	Sell	1,223 -4	-0.3%	-$670	0.18%	91
2024 Q4	$206K	Buy	+1,227	New	+$209K	0.18%	91

Other funds holding PG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Ipsen Advisor Group's PG Position: Q2 2025 in Review

Ipsen Advisor Group sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 1,223 shares — an estimated $208K sold.

Ipsen Advisor Group first reported a position in PG in Q4 2024 and held it in 2 quarters. The position peaked at $208K in Q1 2025. 3,953 funds tracked by Wall St. Rank hold PG as of Q2 2025.

Ipsen Advisor Group reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
Ipsen Advisor Group sold 1,223 Procter & Gamble shares in Q2 2025, an estimated $208K.
Ipsen Advisor Group first reported a position in Procter & Gamble in Q4 2024 and held it in 2 quarters.
Ipsen Advisor Group's Procter & Gamble position peaked at $208K in Q1 2025.
3,953 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Ipsen Advisor Group's 13F filing for Q2 2025, filed 6 Aug 2025.