Litman Gregory Wealth Management’s Procter & Gamble PG Stock Holding History

Litman Gregory 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	$25.5K	Buy	+178	New	+$26.2K	﹤0.01%	257
2023 Q4	–	Sell	-2,046	Closed	-$298K	–	124
2023 Q3	$298K	Buy	+2,046	New	+$313K	0.03%	103
2020 Q4	–	Sell	-41	Closed	-$6K	–	212
2020 Q3	$6K	Buy	+41	New	+$5.44K	﹤0.01%	172
2020 Q1	–	Sell	-87	Closed	-$11K	–	196
2019 Q4	$11K	Buy	87 +64	+278%	+$7.83K	﹤0.01%	144
2019 Q3	$3K	Sell	23 -22	-49%	-$2.6K	﹤0.01%	168
2019 Q2	$5K	Buy	+45	New	+$4.8K	﹤0.01%	175
2018 Q2	–	Sell	-650	Closed	-$52K	–	152
2018 Q1	$52K	Sell	650 -1,250	-66%	-$104K	0.02%	95
2017 Q4	$175K	Hold	1,900	–	–	0.05%	33
2017 Q3	$173K	Buy	+1,900	New	+$173K	0.08%	32

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

Litman Gregory Wealth Management's PG Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Procter & Gamble (PG) in Q4 2025: 178 shares worth $25.5K. The stake represents ﹤0.01% of the portfolio and ranks #257 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in PG as recently as Q3 2023.

Litman Gregory Wealth Management first reported a position in PG in Q3 2017 and has held it in 9 quarters since. The position peaked at $298K in Q3 2023. 4,038 funds tracked by Wall St. Rank hold PG as of Q4 2025.

Litman Gregory Wealth Management held 178 shares of Procter & Gamble worth $25.5K as of Q4 2025.
Procter & Gamble was a new Litman Gregory Wealth Management position in Q4 2025.
Procter & Gamble made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #257 holding.
Litman Gregory Wealth Management first reported a position in Procter & Gamble in Q3 2017 and has held it in 9 quarters since.
Litman Gregory Wealth Management's Procter & Gamble position peaked at $298K in Q3 2023.
4,038 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.