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

Maltin 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
-1,234
Closed -$210K – 138
2025
Q1 		$210K Sell
1,234
-35
-3% -$5.86K 0.1% 124
2024
Q4 		$213K Buy
1,269
+71
+6% +$12.1K 0.1% 125
2024
Q3 		$208K Buy
+1,198
New +$203K 0.1% 122
2023
Q4 		– Sell
-1,397
Closed -$204K – 123
2023
Q3 		$204K Buy
1,397
+1
+0.1% +$153 0.14% 106
2023
Q2 		$212K Buy
1,396
+2
+0.1% +$301 0.15% 98
2023
Q1 		$207K Buy
1,394
+10
+0.7% +$1.43K 0.15% 98
2022
Q4 		$210K Buy
+1,384
New +$194K 0.15% 101
2022
Q2 		– Sell
-1,373
Closed -$210K – 125
2022
Q1 		$210K Buy
1,373
+6
+0.4% +$939 0.14% 110
2021
Q4 		$224K Buy
+1,367
New +$203K 0.13% 110
2021
Q2 		– Sell
-2,051
Closed -$278K – 110
2021
Q1 		$278K Buy
2,051
+11
+0.5% +$1.44K 0.18% 89
2020
Q4 		$284K Buy
2,040
+202
+11% +$28.2K 0.2% 77
2020
Q3 		$255K Buy
1,838
+9
+0.5% +$1.2K 0.18% 76
2020
Q2 		$219K Sell
1,829
-60
-3% -$7K 0.17% 76
2020
Q1 		$208K Buy
+1,889
New +$227K 0.18% 73

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

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

Maltin Wealth Management sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 1,234 shares — an estimated $210K sold.

Maltin Wealth Management first reported a position in PG in Q1 2020 and held it in 14 quarters. The position peaked at $284K in Q4 2020. 3,953 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • Maltin Wealth Management reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
  • Maltin Wealth Management sold 1,234 Procter & Gamble shares in Q2 2025, an estimated $210K.
  • Maltin Wealth Management first reported a position in Procter & Gamble in Q1 2020 and held it in 14 quarters.
  • Maltin Wealth Management's Procter & Gamble position peaked at $284K in Q4 2020.
  • 3,953 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Maltin Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.