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

MorganRosel 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
Q3 		– Sell
-548
Closed -$87.3K – 285
2025
Q2 		$87.3K Hold
548
– – 0.02% 150
2025
Q1 		$93.4K Buy
+548
New +$91.8K 0.03% 134

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

MorganRosel Wealth Management's PG Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 548 shares — an estimated $87.3K sold.

MorganRosel Wealth Management first reported a position in PG in Q1 2025 and held it in 2 quarters. The position peaked at $93.4K in Q1 2025. 3,904 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 548 Procter & Gamble shares in Q3 2025, an estimated $87.3K.
  • MorganRosel Wealth Management first reported a position in Procter & Gamble in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Procter & Gamble position peaked at $93.4K in Q1 2025.
  • 3,904 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.