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Motive Wealth Advisors’s Procter & Gamble PG Stock Holding History

Motive Wealth Advisors’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
-1,919
Closed -$295K – 97
2025
Q3 		$295K Sell
1,919
-95
-5% -$14.8K 0.13% 63
2025
Q2 		$321K Buy
2,014
+213
+12% +$34.8K 0.15% 57
2025
Q1 		$307K Sell
1,801
-69
-4% -$11.6K 0.16% 54
2024
Q4 		$314K Buy
1,870
+314
+20% +$53.5K 0.17% 56
2024
Q3 		$257K Hold
1,556
– – 0.15% 61
2024
Q2 		$257K Sell
1,556
-107
-6% -$17.5K 0.15% 61
2024
Q1 		$270K Buy
+1,663
New +$261K 0.16% 61
2023
Q4 		– Sell
-1,491
Closed -$217K – 49
2023
Q3 		$217K Sell
1,491
-81
-5% -$12.4K 0.24% 49
2023
Q2 		$239K Sell
1,572
-212
-12% -$32K 0.25% 48
2023
Q1 		$265K Sell
1,784
-361
-17% -$51.6K 0.29% 44
2022
Q4 		$325K Sell
2,145
-129
-6% -$18.1K 0.25% 44
2022
Q3 		$287K Buy
2,274
+879
+63% +$125K 0.23% 45
2022
Q2 		$201K Buy
+1,395
New +$210K 0.16% 76

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

Motive Wealth Advisors's PG Position: Q4 2025 in Review

Motive Wealth Advisors sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 1,919 shares — an estimated $295K sold.

Motive Wealth Advisors first reported a position in PG in Q2 2022 and held it in 13 quarters. The position peaked at $325K in Q4 2022. 4,035 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • Motive Wealth Advisors reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
  • Motive Wealth Advisors sold 1,919 Procter & Gamble shares in Q4 2025, an estimated $295K.
  • Motive Wealth Advisors first reported a position in Procter & Gamble in Q2 2022 and held it in 13 quarters.
  • Motive Wealth Advisors's Procter & Gamble position peaked at $325K in Q4 2022.
  • 4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Motive Wealth Advisors's 13F filing for Q4 2025, filed 15 Jan 2026.