JAA
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Joel Adams & Associates’s Procter & Gamble PG Stock Holding History

Joel Adams & Associates’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
-1,393
Closed -$222K – 65
2025
Q2 		$222K Sell
1,393
-50
-3% -$8.16K 0.2% 59
2025
Q1 		$246K Buy
1,443
+250
+21% +$41.9K 0.22% 58
2024
Q4 		$200K Buy
+1,193
New +$203K 0.18% 56

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
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

Joel Adams & Associates's PG Position: Q3 2025 in Review

Joel Adams & Associates sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 1,393 shares — an estimated $222K sold.

Joel Adams & Associates first reported a position in PG in Q4 2024 and held it in 3 quarters. The position peaked at $246K in Q1 2025. 3,902 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Joel Adams & Associates reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
  • Joel Adams & Associates sold 1,393 Procter & Gamble shares in Q3 2025, an estimated $222K.
  • Joel Adams & Associates first reported a position in Procter & Gamble in Q4 2024 and held it in 3 quarters.
  • Joel Adams & Associates's Procter & Gamble position peaked at $246K in Q1 2025.
  • 3,902 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Joel Adams & Associates's 13F filing for Q3 2025, filed 6 Nov 2025.