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My Personal CFO LLC’s Procter & Gamble PG Stock Holding History

My Personal CFO LLC’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
-3,083
Closed -$474K – 143
2025
Q3 		$474K Buy
+3,083
New +$482K 0.18% 63
2023
Q1 		– Sell
-537
Closed -$81.4K – 611
2022
Q4 		$81.4K Buy
+537
New +$75.3K 0.08% 104

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

My Personal CFO LLC's PG Position: Q4 2025 in Review

My Personal CFO LLC sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 3,083 shares — an estimated $474K sold.

My Personal CFO LLC first reported a position in PG in Q4 2022 and held it in 2 quarters. The position peaked at $474K in Q3 2025. 4,023 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • My Personal CFO LLC reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 3,083 Procter & Gamble shares in Q4 2025, an estimated $474K.
  • My Personal CFO LLC first reported a position in Procter & Gamble in Q4 2022 and held it in 2 quarters.
  • My Personal CFO LLC's Procter & Gamble position peaked at $474K in Q3 2025.
  • 4,023 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.