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Iron Horse Wealth Management’s Procter & Gamble PG Stock Holding History

Iron Horse 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
Q2 		$299K Hold
1,874
– – 0.09% 40
2025
Q1 		$319K Buy
1,874
+90
+5% +$15.1K 0.1% 34
2024
Q4 		$299K Buy
1,784
+70
+4% +$11.9K 0.1% 33
2024
Q3 		$297K Sell
1,714
-162
-9% -$27.5K 0.1% 35
2024
Q2 		$309K Buy
1,876
+416
+28% +$68K 0.12% 27
2024
Q1 		$237K Buy
1,460
+185
+15% +$29K 0.09% 38
2023
Q4 		$187K Buy
1,275
+241
+23% +$35.7K 0.08% 39
2023
Q3 		$151K Buy
1,034
+46
+5% +$7.03K 0.07% 41
2023
Q2 		$150K Sell
988
-98
-9% -$14.8K 0.07% 40
2023
Q1 		$161K Buy
1,086
+7
+0.6% +$1K 0.08% 40
2022
Q4 		$164K Buy
1,079
+301
+39% +$42.2K 0.09% 41
2022
Q3 		$98K Sell
778
-97
-11% -$13.8K 0.14% 30
2022
Q2 		$126K Buy
875
+18
+2% +$2.71K 0.07% 45
2022
Q1 		$131K Sell
857
-17
-2% -$2.66K 0.07% 47
2021
Q4 		$143K Hold
874
– – 0.08% 46
2021
Q3 		$122K Hold
874
– – 0.08% 47
2021
Q2 		$118K Hold
874
– – 0.08% 52
2021
Q1 		$118K Hold
874
– – 0.09% 49
2020
Q4 		$122K Buy
+874
New +$122K 0.1% 48

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Iron Horse Wealth Management's PG Position: Q2 2025 in Review

Iron Horse Wealth Management held its Procter & Gamble (PG) position steady in Q2 2025 at 1,874 shares worth $299K. The position accounts for 0.09% of the portfolio, ranked #40.

Iron Horse Wealth Management first reported a position in PG in Q4 2020 and has held it in 19 quarters since. The position peaked at $319K in Q1 2025. 3,953 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • Iron Horse Wealth Management held 1,874 shares of Procter & Gamble worth $299K as of Q2 2025.
  • Iron Horse Wealth Management left its Procter & Gamble share count unchanged in Q2 2025.
  • Procter & Gamble made up 0.09% of Iron Horse Wealth Management's portfolio in Q2 2025, its #40 holding.
  • Iron Horse Wealth Management first reported a position in Procter & Gamble in Q4 2020 and has held it in 19 quarters since.
  • Iron Horse Wealth Management's Procter & Gamble position peaked at $319K in Q1 2025.
  • 3,953 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.