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Opes Wealth Management’s Procter & Gamble PG Stock Holding History

Opes Wealth Management’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
-7,779
Closed -$1.24M – 149
2025
Q2 		$1.24M Buy
+7,779
New +$1.27M 0.22% 62
2022
Q1 		– Sell
-2,542
Closed -$416K – 111
2021
Q4 		$416K Buy
+2,542
New +$377K 0.13% 80

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

Opes Wealth Management's PG Position: Q3 2025 in Review

Opes Wealth Management sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 7,779 shares — an estimated $1.24M sold.

Opes Wealth Management first reported a position in PG in Q4 2021 and held it in 2 quarters. The position peaked at $1.24M in Q2 2025. 3,892 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Opes Wealth Management reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
  • Opes Wealth Management sold 7,779 Procter & Gamble shares in Q3 2025, an estimated $1.24M.
  • Opes Wealth Management first reported a position in Procter & Gamble in Q4 2021 and held it in 2 quarters.
  • Opes Wealth Management's Procter & Gamble position peaked at $1.24M in Q2 2025.
  • 3,892 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Opes Wealth Management's 13F filing for Q3 2025, filed 24 Nov 2025.