Lebenthal Global Advisors’s Procter & Gamble PG Stock Holding History

Lebenthal Global 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 Q4	–	Sell	-6,019	Closed	-$925K	–	206
2025 Q3	$925K	Buy	6,019 +263	+5%	+$41.1K	0.16%	97
2025 Q2	$917K	Buy	5,756 +438	+8%	+$71.5K	0.17%	86
2025 Q1	$906K	Buy	5,318 +97	+2%	+$16.2K	0.17%	82
2024 Q4	$875K	Buy	5,221 +4,059	+349%	+$691K	0.16%	94
2024 Q3	$201K	Buy	+1,162	New	+$197K	0.04%	180
2021 Q1	–	Sell	-1,019	Closed	-$141K	–	429
2020 Q4	$141K	Buy	+1,019	New	+$142K	0.1%	127

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lebenthal Global Advisors's PG Position: Q4 2025 in Review

Lebenthal Global Advisors sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 6,019 shares — an estimated $925K sold.

Lebenthal Global Advisors first reported a position in PG in Q4 2020 and held it in 6 quarters. The position peaked at $925K in Q3 2025. 4,022 funds tracked by Wall St. Rank hold PG as of Q4 2025.

Lebenthal Global Advisors reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
Lebenthal Global Advisors sold 6,019 Procter & Gamble shares in Q4 2025, an estimated $925K.
Lebenthal Global Advisors first reported a position in Procter & Gamble in Q4 2020 and held it in 6 quarters.
Lebenthal Global Advisors's Procter & Gamble position peaked at $925K in Q3 2025.
4,022 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Lebenthal Global Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.