LSA
PG icon

Lion Street Advisors’s Procter & Gamble PG Stock Holding History

Lion Street 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 		$364K Buy
2,542
+494
+24% +$77.2K 0.13% 149
2025
Q2 		$326K Buy
2,048
+73
+4% +$11.9K 0.1% 209
2025
Q1 		$337K Sell
1,975
-10
-0.5% -$1.68K 0.11% 190
2024
Q4 		$333K Buy
1,985
+10
+0.5% +$1.7K 0.11% 190
2024
Q3 		$342K Sell
1,975
-145
-7% -$24.6K 0.12% 186
2024
Q2 		$350K Sell
2,120
-152
-7% -$24.9K 0.13% 175
2024
Q1 		$333K Hold
2,272
– – 0.14% 164
2023
Q4 		$333K Sell
2,272
-504
-18% -$74.6K 0.14% 164
2023
Q3 		$405K Buy
2,776
+234
+9% +$35.7K 0.13% 144
2023
Q2 		$364K Buy
2,542
+627
+33% +$94.5K 0.12% 155
2023
Q1 		$285K Buy
+1,915
New +$274K 0.09% 187
2021
Q1 		– Sell
-1,580
Closed -$219K – 36
2020
Q4 		$219K Sell
1,580
-94
-6% -$13.1K 0.53% 36
2020
Q3 		$229K Buy
+1,674
New +$222K 0.46% 49
2020
Q2 		– Sell
-512
Closed -$56K – 301
2020
Q1 		$56K Buy
+512
New +$61.5K 0.31% 48

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lion Street Advisors's PG Position: Q3 2025 in Review

Lion Street Advisors increased its Procter & Gamble (PG) stake by 24% in Q3 2025, buying an estimated $77.2K and bringing the position to 2,542 shares worth $364K. The position accounts for 0.13% of the portfolio, ranked #149.

Lion Street Advisors first reported a position in PG in Q1 2020 and has held it in 14 quarters since. The position peaked at $405K in Q3 2023. 3,892 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Lion Street Advisors held 2,542 shares of Procter & Gamble worth $364K as of Q3 2025.
  • Lion Street Advisors bought 494 Procter & Gamble shares in Q3 2025, an estimated $77.2K.
  • Procter & Gamble made up 0.13% of Lion Street Advisors's portfolio in Q3 2025, its #149 holding.
  • Lion Street Advisors first reported a position in Procter & Gamble in Q1 2020 and has held it in 14 quarters since.
  • Lion Street Advisors's Procter & Gamble position peaked at $405K in Q3 2023.
  • 3,892 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.