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My Legacy Advisors’s Procter & Gamble PG Stock Holding History

My Legacy 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
Q2 		$830K Buy
5,234
+442
+9% +$72.1K 0.3% 95
2025
Q1 		$817K Buy
4,792
+88
+2% +$14.7K 0.32% 91
2024
Q4 		$751K Sell
4,704
-494
-10% -$84.1K 0.29% 95
2024
Q3 		$900K Sell
5,198
-1,314
-20% -$223K 0.36% 83
2024
Q2 		$1.07M Sell
6,512
-137
-2% -$22.4K 0.34% 81
2024
Q1 		$1.08M Sell
6,649
-69
-1% -$10.8K 0.36% 73
2023
Q4 		$1.01M Sell
6,718
-1,284
-16% -$190K 0.37% 78
2023
Q3 		$1.19M Sell
8,002
-231
-3% -$35.3K 0.48% 60
2023
Q2 		$1.23M Buy
8,233
+837
+11% +$126K 0.48% 55
2023
Q1 		$1.12M Buy
7,396
+118
+2% +$16.9K 0.48% 67
2022
Q4 		$1.04M Buy
7,278
+153
+2% +$21.4K 0.44% 79
2022
Q3 		$891K Buy
7,125
+275
+4% +$39.1K 0.45% 68
2022
Q2 		$1M Sell
6,850
-160
-2% -$24K 0.5% 57
2022
Q1 		$1.07M Buy
+7,010
New +$1.1M 0.5% 54

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

My Legacy Advisors's PG Position: Q2 2025 in Review

My Legacy Advisors increased its Procter & Gamble (PG) stake by 9.2% in Q2 2025, buying an estimated $72.1K and bringing the position to 5,234 shares worth $830K. The position accounts for 0.3% of the portfolio, ranked #95.

My Legacy Advisors first reported a position in PG in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.23M in Q2 2023. 3,953 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • My Legacy Advisors held 5,234 shares of Procter & Gamble worth $830K as of Q2 2025.
  • My Legacy Advisors bought 442 Procter & Gamble shares in Q2 2025, an estimated $72.1K.
  • Procter & Gamble made up 0.3% of My Legacy Advisors's portfolio in Q2 2025, its #95 holding.
  • My Legacy Advisors first reported a position in Procter & Gamble in Q1 2022 and has held it in 14 quarters since.
  • My Legacy Advisors's Procter & Gamble position peaked at $1.23M in Q2 2023.
  • 3,953 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.