Left Brain Wealth Management’s Procter & Gamble PG Stock Holding History

Left Brain 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 Q4	–	Sell	-2,297	Closed	-$353K	–	101
2025 Q3	$353K	Sell	2,297 -7,814	-77%	-$1.22M	0.11%	85
2025 Q2	$1.61M	Buy	+10,111	New	+$1.65M	0.57%	39

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Left Brain Wealth Management's PG Position: Q4 2025 in Review

Left Brain Wealth Management sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 2,297 shares — an estimated $353K sold.

Left Brain Wealth Management first reported a position in PG in Q2 2025 and held it in 2 quarters. The position peaked at $1.61M in Q2 2025. 4,035 funds tracked by Wall St. Rank hold PG as of Q4 2025.

Left Brain Wealth Management reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
Left Brain Wealth Management sold 2,297 Procter & Gamble shares in Q4 2025, an estimated $353K.
Left Brain Wealth Management first reported a position in Procter & Gamble in Q2 2025 and held it in 2 quarters.
Left Brain Wealth Management's Procter & Gamble position peaked at $1.61M in Q2 2025.
4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Left Brain Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.