Oliver Lagore Vanvalin Investment Group’s Procter & Gamble PG Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	$3.57M	Buy	+20,959	New	+$3.42M	1.4%	15
2024 Q4	$3.21M	Buy	19,144 +4,356	+29%	+$742K	0.82%	24
2024 Q3	$2.56M	Buy	14,788 +11,775	+391%	+$2M	0.69%	27
2024 Q2	$497K	Buy	3,013 +160	+6%	+$26.2K	0.14%	82
2024 Q1	$463K	Sell	2,853 -3,422	-55%	-$537K	0.14%	90
2023 Q4	$920K	Sell	6,275 -21	-0.3%	-$3.11K	0.34%	55
2023 Q3	$918K	Buy	6,296 +1,424	+29%	+$218K	0.36%	45
2023 Q2	$739K	Sell	4,872 -619	-11%	-$93.3K	0.27%	57
2023 Q1	$817K	Buy	5,491 +2,182	+66%	+$312K	0.35%	33
2022 Q4	$502K	Sell	3,309 -1,264	-28%	-$177K	0.28%	46
2022 Q3	$577K	Sell	4,573 -192	-4%	-$27.3K	0.37%	38
2022 Q2	$685K	Sell	4,765 -50	-1%	-$7.51K	0.4%	40
2022 Q1	$740K	Sell	4,815 -31,135	-87%	-$4.87M	0.5%	36
2021 Q4	$5.88M	Buy	+35,950	New	+$5.34M	0.42%	36

Other funds holding PG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's PG Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Procter & Gamble (PG) in Q2 2025: 20,959 shares worth $3.57M. The stake represents 1.4% of the portfolio and ranks #15 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in PG as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in PG in Q4 2021 and has held it in 14 quarters since. The position peaked at $5.88M in Q4 2021. 3,954 funds tracked by Wall St. Rank hold PG as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 20,959 shares of Procter & Gamble worth $3.57M as of Q2 2025.
Procter & Gamble was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Procter & Gamble made up 1.4% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #15 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Procter & Gamble in Q4 2021 and has held it in 14 quarters since.
Oliver Lagore Vanvalin Investment Group's Procter & Gamble position peaked at $5.88M in Q4 2021.
3,954 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.