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Mason Investment Advisory Services’s Procter & Gamble PG Stock Holding History

Mason Investment Advisory Services’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
-1,266
Closed -$202K – 83
2025
Q2 		$202K Sell
1,266
-353
-22% -$57.6K 0.01% 74
2025
Q1 		$276K Sell
1,619
-1,048
-39% -$176K 0.02% 64
2024
Q4 		$447K Buy
2,667
+1
+0% +$170 0.03% 52
2024
Q3 		$462K Buy
2,666
+2
+0.1% +$340 0.03% 46
2024
Q2 		$439K Buy
2,664
+1
+0% +$163 0.03% 47
2024
Q1 		$432K Sell
2,663
-1,289
-33% -$202K 0.03% 44
2023
Q4 		$579K Hold
3,952
– – 0.04% 32
2023
Q3 		$576K Buy
3,952
+173
+5% +$26.4K 0.05% 28
2023
Q2 		$573K Sell
3,779
-38
-1% -$5.73K 0.05% 28
2023
Q1 		$568K Sell
3,817
-1,526
-29% -$218K 0.05% 26
2022
Q4 		$810K Buy
5,343
+4
+0.1% +$561 0.08% 20
2022
Q3 		$674K Buy
5,339
+8
+0.2% +$1.14K 0.08% 17
2022
Q2 		$767K Buy
5,331
+13
+0.2% +$1.95K 0.08% 19
2022
Q1 		$813K Sell
5,318
-2,965
-36% -$464K 0.07% 56
2021
Q4 		$1.35M Sell
8,283
-4,455
-35% -$661K 0.11% 36
2021
Q3 		$1.78M Hold
12,738
– – 0.18% 22
2021
Q2 		$1.72M Sell
12,738
-5,316
-29% -$719K 0.17% 23
2021
Q1 		$2.45M Buy
18,054
+271
+2% +$35.4K 0.26% 8
2020
Q4 		$2.47M Hold
17,783
– – 0.3% 6
2020
Q3 		$2.47M Hold
17,783
– – 0.35% 6
2020
Q2 		$2.13M Hold
17,783
– – 0.32% 10
2020
Q1 		$1.96M Sell
17,783
-4,110
-19% -$493K 0.33% 11
2019
Q4 		$2.73M Buy
21,893
+12,550
+134% +$1.54M 0.4% 12
2019
Q3 		$1.16M Hold
9,343
– – 0.19% 40
2019
Q2 		$1.02M Sell
9,343
-100
-1% -$10.7K 0.17% 47
2019
Q1 		$983K Buy
+9,443
New +$919K 0.27% 44

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mason Investment Advisory Services's PG Position: Q3 2025 in Review

Mason Investment Advisory Services sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 1,266 shares — an estimated $202K sold.

Mason Investment Advisory Services first reported a position in PG in Q1 2019 and held it in 26 quarters. The position peaked at $2.73M in Q4 2019. 3,902 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Mason Investment Advisory Services reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
  • Mason Investment Advisory Services sold 1,266 Procter & Gamble shares in Q3 2025, an estimated $202K.
  • Mason Investment Advisory Services first reported a position in Procter & Gamble in Q1 2019 and held it in 26 quarters.
  • Mason Investment Advisory Services's Procter & Gamble position peaked at $2.73M in Q4 2019.
  • 3,902 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Mason Investment Advisory Services's 13F filing for Q3 2025, filed 12 Nov 2025.