MWM
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MGB Wealth Management’s Procter & Gamble PG Stock Holding History

MGB 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
Q4 		– Sell
-3,441
Closed -$529K – 328
2025
Q3 		$529K Sell
3,441
-55
-2% -$8.59K 0.15% 122
2025
Q2 		$557K Sell
3,496
-686
-16% -$112K 0.18% 114
2025
Q1 		$706K Sell
4,182
-496
-11% -$83.1K 0.26% 96
2024
Q4 		$783K Buy
4,678
+493
+12% +$84K 0.24% 81
2024
Q3 		$726K Hold
4,185
– – 0.26% 86
2024
Q2 		$694K Buy
4,185
+1,690
+68% +$276K 0.26% 87
2024
Q1 		$405K Hold
2,495
– – 0.16% 132
2023
Q4 		$366K Buy
+2,495
New +$370K 0.18% 136

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MGB Wealth Management's PG Position: Q4 2025 in Review

MGB Wealth Management sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 3,441 shares — an estimated $529K sold.

MGB Wealth Management first reported a position in PG in Q4 2023 and held it in 8 quarters. The position peaked at $783K in Q4 2024. 4,022 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • MGB Wealth Management reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
  • MGB Wealth Management sold 3,441 Procter & Gamble shares in Q4 2025, an estimated $529K.
  • MGB Wealth Management first reported a position in Procter & Gamble in Q4 2023 and held it in 8 quarters.
  • MGB Wealth Management's Procter & Gamble position peaked at $783K in Q4 2024.
  • 4,022 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.