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Leeward Financial Partners’s Procter & Gamble PG Stock Holding History

Leeward Financial Partners’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
-1,937
Closed -$309K – 103
2025
Q2 		$309K Sell
1,937
-19,261
-91% -$3.14M 0.1% 82
2025
Q1 		$3.61M Buy
+21,198
New +$3.55M 1.35% 27
2023
Q3 		– Sell
-11,212
Closed -$1.7M – 82
2023
Q2 		$1.7M Sell
11,212
-5,428
-33% -$818K 0.98% 39
2023
Q1 		$2.47M Buy
16,640
+1,052
+7% +$150K 1.52% 27
2022
Q4 		$2.36M Buy
15,588
+457
+3% +$64.1K 1.63% 25
2022
Q3 		$1.91M Buy
15,131
+417
+3% +$59.2K 1.37% 30
2022
Q2 		$2.12M Buy
+14,714
New +$2.21M 1.45% 29

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

Leeward Financial Partners's PG Position: Q3 2025 in Review

Leeward Financial Partners sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 1,937 shares — an estimated $309K sold.

Leeward Financial Partners first reported a position in PG in Q2 2022 and held it in 7 quarters. The position peaked at $3.61M in Q1 2025. 3,899 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Leeward Financial Partners reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
  • Leeward Financial Partners sold 1,937 Procter & Gamble shares in Q3 2025, an estimated $309K.
  • Leeward Financial Partners first reported a position in Procter & Gamble in Q2 2022 and held it in 7 quarters.
  • Leeward Financial Partners's Procter & Gamble position peaked at $3.61M in Q1 2025.
  • 3,899 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Leeward Financial Partners's 13F filing for Q3 2025, filed 12 Nov 2025.