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Long Run Wealth Advisors’s Procter & Gamble PG Stock Holding History

Long Run Wealth 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
Q4 		$220K Sell
1,532
-129
-8% -$19K 0.04% 99
2025
Q3 		$255K Sell
1,661
-2,062
-55% -$322K 0.05% 95
2025
Q2 		$593K Sell
3,723
-813
-18% -$133K 0.12% 73
2025
Q1 		$773K Buy
4,536
+70
+2% +$11.7K 0.18% 69
2024
Q4 		$749K Buy
4,466
+27
+0.6% +$4.6K 0.18% 69
2024
Q3 		$769K Buy
4,439
+3
+0.1% +$509 0.18% 68
2024
Q2 		$732K Buy
4,436
+3
+0.1% +$490 0.19% 70
2024
Q1 		$719K Sell
4,433
-22
-0.5% -$3.45K 0.19% 69
2023
Q4 		$653K Buy
4,455
+78
+2% +$11.6K 0.19% 69
2023
Q3 		$638K Buy
4,377
+3
+0.1% +$458 0.21% 67
2023
Q2 		$664K Buy
4,374
+3
+0.1% +$452 0.21% 71
2023
Q1 		$650K Buy
4,371
+53
+1% +$7.58K 0.22% 70
2022
Q4 		$654K Buy
4,318
+3
+0.1% +$421 0.24% 72
2022
Q3 		$545K Sell
4,315
-73
-2% -$10.4K 0.22% 71
2022
Q2 		$631K Sell
4,388
-96
-2% -$14.4K 0.24% 68
2022
Q1 		$686K Buy
4,484
+3
+0.1% +$469 0.24% 69
2021
Q4 		$734K Buy
+4,481
New +$665K 0.26% 71

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Long Run Wealth Advisors's PG Position: Q4 2025 in Review

Long Run Wealth Advisors reduced its Procter & Gamble (PG) stake by 7.8% in Q4 2025, selling an estimated $19K and leaving 1,532 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #99.

Long Run Wealth Advisors first reported a position in PG in Q4 2021 and has held it in 17 quarters since. The position peaked at $773K in Q1 2025. 4,022 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • Long Run Wealth Advisors held 1,532 shares of Procter & Gamble worth $220K as of Q4 2025.
  • Long Run Wealth Advisors sold 129 Procter & Gamble shares in Q4 2025, an estimated $19K.
  • Procter & Gamble made up 0.04% of Long Run Wealth Advisors's portfolio in Q4 2025, its #99 holding.
  • Long Run Wealth Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 17 quarters since.
  • Long Run Wealth Advisors's Procter & Gamble position peaked at $773K in Q1 2025.
  • 4,022 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.