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Obsidian Personal Planning Solutions’s Procter & Gamble PG Stock Holding History

Obsidian Personal Planning Solutions’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 		$309K Sell
2,056
-13
-0.6% -$2.03K 0.11% 78
2025
Q2 		$330K Hold
2,069
– – 0.13% 68
2025
Q1 		$336K Sell
2,069
-11
-0.5% -$1.84K 0.15% 60
2024
Q4 		$345K Sell
2,080
-998
-32% -$170K 0.17% 56
2024
Q3 		$508K Sell
3,078
-24
-0.8% -$4.07K 0.27% 38
2024
Q2 		$512K Hold
3,102
– – 0.31% 38
2024
Q1 		$506K Sell
3,102
-148
-5% -$23.2K 0.33% 35
2023
Q4 		$476K Buy
3,250
+346
+12% +$51.2K 0.36% 37
2023
Q3 		$424K Sell
2,904
-70
-2% -$10.7K 0.36% 35
2023
Q2 		$451K Buy
2,974
+359
+14% +$54.1K 0.56% 34
2023
Q1 		$389K Sell
2,615
-65
-2% -$9.29K 0.57% 29
2022
Q4 		$406K Buy
2,680
+200
+8% +$28K 0.65% 27
2022
Q3 		$313K Buy
2,480
+47
+2% +$6.68K 0.57% 28
2022
Q2 		$350K Buy
+2,433
New +$366K 0.6% 30

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

Obsidian Personal Planning Solutions's PG Position: Q3 2025 in Review

Obsidian Personal Planning Solutions reduced its Procter & Gamble (PG) stake by 0.63% in Q3 2025, selling an estimated $2.03K and leaving 2,056 shares worth $309K. The position accounts for 0.11% of the portfolio, ranked #78.

Obsidian Personal Planning Solutions first reported a position in PG in Q2 2022 and has held it in 14 quarters since. The position peaked at $512K in Q2 2024. 3,892 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Obsidian Personal Planning Solutions held 2,056 shares of Procter & Gamble worth $309K as of Q3 2025.
  • Obsidian Personal Planning Solutions sold 13 Procter & Gamble shares in Q3 2025, an estimated $2.03K.
  • Procter & Gamble made up 0.11% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #78 holding.
  • Obsidian Personal Planning Solutions first reported a position in Procter & Gamble in Q2 2022 and has held it in 14 quarters since.
  • Obsidian Personal Planning Solutions's Procter & Gamble position peaked at $512K in Q2 2024.
  • 3,892 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.