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

Lantern 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
Q3 		– Sell
-1,292
Closed -$206K – 167
2025
Q2 		$206K Buy
+1,292
New +$211K 0.12% 141
2024
Q4 		$222K Buy
+1,323
New +$225K 0.14% 129

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 $3.38T AUM 44.17% 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

Lantern Wealth Advisors's PG Position: Q3 2025 in Review

Lantern Wealth Advisors sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 1,292 shares — an estimated $206K sold.

Lantern Wealth Advisors first reported a position in PG in Q4 2024 and held it in 2 quarters. The position peaked at $222K in Q4 2024. 3,904 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Lantern Wealth Advisors reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
  • Lantern Wealth Advisors sold 1,292 Procter & Gamble shares in Q3 2025, an estimated $206K.
  • Lantern Wealth Advisors first reported a position in Procter & Gamble in Q4 2024 and held it in 2 quarters.
  • Lantern Wealth Advisors's Procter & Gamble position peaked at $222K in Q4 2024.
  • 3,904 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Lantern Wealth Advisors's 13F filing for Q3 2025, filed 26 Nov 2025.