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Legacy Investment Solutions’s Procter & Gamble PG Stock Holding History

Legacy Investment Solutions’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
Q2 		$16.1K Buy
+101
New +$16.5K 0.01% 263
2024
Q4 		$22.2K Sell
132
-9
-6% -$1.53K 0.01% 205
2024
Q3 		$23.5K Buy
+141
New +$23.9K 0.01% 197

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Legacy Investment Solutions's PG Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Procter & Gamble (PG) in Q2 2025: 101 shares worth $16.1K. The stake represents 0.01% of the portfolio and ranks #263 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in PG as recently as Q4 2024.

Legacy Investment Solutions first reported a position in PG in Q3 2024 and has held it in 3 quarters since. The position peaked at $23.5K in Q3 2024. 3,953 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • Legacy Investment Solutions held 101 shares of Procter & Gamble worth $16.1K as of Q2 2025.
  • Procter & Gamble was a new Legacy Investment Solutions position in Q2 2025.
  • Procter & Gamble made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #263 holding.
  • Legacy Investment Solutions first reported a position in Procter & Gamble in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Procter & Gamble position peaked at $23.5K in Q3 2024.
  • 3,953 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.