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Marshall Investment Management’s Procter & Gamble PG Stock Holding History

Marshall Investment 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
-20
Closed -$3.41K – 169
2025
Q1 		$3.41K Buy
+20
New +$3.35K ﹤0.01% 195

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

Marshall Investment Management's PG Position: Q2 2025 in Review

Marshall Investment Management sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 20 shares — an estimated $3.41K sold.

Marshall Investment Management first reported a position in PG in Q1 2025 and held it in 1 quarter. The position peaked at $3.41K in Q1 2025. 3,955 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • Marshall Investment Management reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
  • Marshall Investment Management sold 20 Procter & Gamble shares in Q2 2025, an estimated $3.41K.
  • Marshall Investment Management first reported a position in Procter & Gamble in Q1 2025 and held it in 1 quarter.
  • Marshall Investment Management's Procter & Gamble position peaked at $3.41K in Q1 2025.
  • 3,955 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Marshall Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.