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Oak Hill Wealth Advisors’s Procter & Gamble PG Stock Holding History

Oak Hill 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
2024
Q4 		– Sell
-34,961
Closed -$6.06M – 209
2024
Q3 		$6.06M Buy
+34,961
New +$5.94M 1.49% 19
2024
Q2 		– Sell
-34,393
Closed -$5.58M – 184
2024
Q1 		$5.58M Buy
+34,393
New +$5.39M 1.78% 13

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Oak Hill Wealth Advisors's PG Position: Q3 2025 in Review

Oak Hill Wealth Advisors reduced its Procter & Gamble (PG) stake by 2.8% in Q3 2025, selling an estimated $162K and leaving 35,815 shares worth $5.5M. The position accounts for 1.03% of the portfolio, ranked #21.

Oak Hill Wealth Advisors first reported a position in PG in Q4 2022 and has held it in 10 quarters since. The position peaked at $6.28M in Q1 2025. 3,892 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Oak Hill Wealth Advisors held 35,815 shares of Procter & Gamble worth $5.5M as of Q3 2025.
  • Oak Hill Wealth Advisors sold 1,036 Procter & Gamble shares in Q3 2025, an estimated $162K.
  • Procter & Gamble made up 1.03% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #21 holding.
  • Oak Hill Wealth Advisors first reported a position in Procter & Gamble in Q4 2022 and has held it in 10 quarters since.
  • Oak Hill Wealth Advisors's Procter & Gamble position peaked at $6.28M in Q1 2025.
  • 3,892 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.