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Marshall & Sullivan’s Procter & Gamble PG Stock Holding History

Marshall & Sullivan’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
Q3 		– Sell
-659
Closed -$105K – 89
2025
Q2 		$105K Buy
+659
New +$108K 0.05% 56
2023
Q1 		– Sell
-659
Closed -$99.9K – 72
2022
Q4 		$99.9K Buy
+659
New +$92.4K 0.06% 47
2022
Q3 		– Sell
-659
Closed -$94K – 77
2022
Q2 		$94K Buy
+659
New +$99K 0.06% 44
2022
Q1 		– Sell
-1,619
Closed -$265K – 41
2021
Q4 		$265K Hold
1,619
– – 0.13% 40
2021
Q3 		$226K Sell
1,619
-13
-0.8% -$1.84K 0.12% 40
2021
Q2 		$220K Buy
1,632
+13
+0.8% +$1.76K 0.12% 38
2021
Q1 		$219K Buy
1,619
+1,394
+620% +$182K 0.13% 37
2020
Q4 		$1.62K Sell
225
-1,394
-86% -$195K 0.16% 37
2020
Q3 		$225K Buy
+1,619
New +$215K 0.15% 36
2020
Q1 		– Sell
-1,619
Closed -$202K – 38
2019
Q4 		$202K Sell
1,619
-294
-15% -$36K 0.14% 38
2019
Q3 		$238K Hold
1,913
– – 0.17% 36
2019
Q2 		$210K Buy
+1,913
New +$204K 0.15% 39
2018
Q3 		– Sell
-1,913
Closed -$149K – 72
2018
Q2 		$149K Buy
+1,913
New +$144K 0.14% 48
2017
Q1 		– Sell
-1,200
Closed -$100K – 52
2016
Q4 		$100K Hold
1,200
– – 0.12% 44
2016
Q3 		$108K Hold
1,200
– – 0.14% 41
2016
Q2 		$101K Hold
1,200
– – 0.13% 41
2016
Q1 		$99K Hold
1,200
– – 0.13% 42
2015
Q4 		$95K Hold
1,200
– – 0.13% 41
2015
Q3 		$91K Hold
1,200
– – 0.12% 42
2015
Q2 		$94K Hold
1,200
– – 0.13% 41
2015
Q1 		$98K Hold
1,200
– – 0.13% 42
2014
Q4 		$109K Hold
1,200
– – 0.14% 42
2014
Q3 		$100K Hold
1,200
– – 0.14% 40
2014
Q2 		$94K Buy
+1,200
New +$96.8K 0.16% 43

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marshall & Sullivan's PG Position: Q3 2025 in Review

Marshall & Sullivan sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 659 shares — an estimated $105K sold.

Marshall & Sullivan first reported a position in PG in Q2 2014 and held it in 24 quarters. The position peaked at $265K in Q4 2021. 3,892 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Marshall & Sullivan reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sullivan sold 659 Procter & Gamble shares in Q3 2025, an estimated $105K.
  • Marshall & Sullivan first reported a position in Procter & Gamble in Q2 2014 and held it in 24 quarters.
  • Marshall & Sullivan's Procter & Gamble position peaked at $265K in Q4 2021.
  • 3,892 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.