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Menard Financial Group’s Procter & Gamble PG Stock Holding History

Menard Financial Group’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
Q4 		– Sell
-7,845
Closed -$1.21M – 87
2025
Q3 		$1.21M Sell
7,845
-1,063
-12% -$166K 0.81% 32
2025
Q2 		$1.42M Sell
8,908
-131
-1% -$21.4K 0.84% 26
2025
Q1 		$1.44M Sell
9,039
-12
-0.1% -$2.01K 0.95% 25
2024
Q4 		$1.52M Buy
9,051
+506
+6% +$86.2K 0.91% 23
2024
Q3 		$1.48M Buy
8,545
+8
+0.1% +$1.36K 0.98% 20
2024
Q2 		$1.41M Buy
8,537
+727
+9% +$119K 1% 21
2024
Q1 		$1.27M Buy
7,810
+125
+2% +$19.6K 1.07% 21
2023
Q4 		$1.13M Buy
7,685
+300
+4% +$44.4K 1.4% 17
2023
Q3 		$1.08M Buy
7,385
+212
+3% +$32.4K 1.56% 14
2023
Q2 		$1.09M Sell
7,173
-44
-0.6% -$6.63K 2.24% 10
2023
Q1 		$1.07M Buy
7,217
+875
+14% +$125K 2.48% 9
2022
Q4 		$961K Sell
6,342
-2,690
-30% -$377K 2.29% 8
2022
Q3 		$1.14M Buy
9,032
+497
+6% +$70.6K 2.06% 7
2022
Q2 		$1.23M Sell
8,535
-926
-10% -$139K 2.01% 9
2022
Q1 		$1.45M Sell
9,461
-101
-1% -$15.8K 1.42% 12
2021
Q4 		$1.56M Sell
9,562
-501
-5% -$74.4K 1.28% 16
2021
Q3 		$1.41M Buy
10,063
+303
+3% +$42.9K 1.23% 14
2021
Q2 		$1.32M Buy
9,760
+645
+7% +$87.3K 1.25% 18
2021
Q1 		$1.23M Buy
9,115
+798
+10% +$104K 1.33% 18
2020
Q4 		$1.16M Buy
8,317
+15
+0.2% +$2.1K 1.25% 20
2020
Q3 		$1.15M Sell
8,302
-281
-3% -$37.3K 1.34% 20
2020
Q2 		$1.03M Buy
8,583
+6,585
+330% +$768K 1.28% 14
2020
Q1 		$220K Sell
1,998
-7,725
-79% -$927K 0.73% 20
2019
Q4 		$1.21M Buy
+9,723
New +$1.19M 1.17% 24

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Menard Financial Group's PG Position: Q4 2025 in Review

Menard Financial Group sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 7,845 shares — an estimated $1.21M sold.

Menard Financial Group first reported a position in PG in Q4 2019 and held it in 24 quarters. The position peaked at $1.56M in Q4 2021. 4,035 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • Menard Financial Group reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
  • Menard Financial Group sold 7,845 Procter & Gamble shares in Q4 2025, an estimated $1.21M.
  • Menard Financial Group first reported a position in Procter & Gamble in Q4 2019 and held it in 24 quarters.
  • Menard Financial Group's Procter & Gamble position peaked at $1.56M in Q4 2021.
  • 4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Menard Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.