Oak Associates’s Procter & Gamble PG Stock Holding History

Oak Associates’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	-1,260	Closed	-$201K	–	137
2025 Q2	$201K	Buy	+1,260	New	+$206K	0.01%	131

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Oak Associates's PG Position: Q3 2025 in Review

Oak Associates sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 1,260 shares — an estimated $201K sold.

Oak Associates first reported a position in PG in Q2 2025 and held it in 1 quarter. The position peaked at $201K in Q2 2025. 3,904 funds tracked by Wall St. Rank hold PG as of Q3 2025.

Oak Associates reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
Oak Associates sold 1,260 Procter & Gamble shares in Q3 2025, an estimated $201K.
Oak Associates first reported a position in Procter & Gamble in Q2 2025 and held it in 1 quarter.
Oak Associates's Procter & Gamble position peaked at $201K in Q2 2025.
3,904 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Oak Associates's 13F filing for Q3 2025, filed 12 Nov 2025.