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Luminvest Wealth Management’s Procter & Gamble PG Stock Holding History

Luminvest 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
Q2 		– Sell
-1,182
Closed -$201K – 42
2025
Q1 		$201K Buy
+1,182
New +$198K 0.08% 32
2024
Q4 		– Sell
-1,183
Closed -$204K – 35
2024
Q3 		$204K Hold
1,183
– – 0.08% 34
2024
Q2 		$204K Buy
+1,183
New +$193K 0.1% 34

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
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 $138M AUM 28.86% 1-Year Est. Return

Luminvest Wealth Management's PG Position: Q2 2025 in Review

Luminvest Wealth Management sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 1,182 shares — an estimated $201K sold.

Luminvest Wealth Management first reported a position in PG in Q2 2024 and held it in 3 quarters. The position peaked at $204K in Q2 2024. 3,953 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • Luminvest Wealth Management reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
  • Luminvest Wealth Management sold 1,182 Procter & Gamble shares in Q2 2025, an estimated $201K.
  • Luminvest Wealth Management first reported a position in Procter & Gamble in Q2 2024 and held it in 3 quarters.
  • Luminvest Wealth Management's Procter & Gamble position peaked at $204K in Q2 2024.
  • 3,953 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Luminvest Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.