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Optimum Investment Advisors’s Procter & Gamble PG Stock Holding History

Optimum Investment 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
2022
Q2 		– Sell
-500
Closed -$3K – 879
2022
Q1 		$3K Buy
+500
New +$78.2K ﹤0.01% 772

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

Optimum Investment Advisors's PG Position: Q3 2025 in Review

Optimum Investment Advisors held its Procter & Gamble (PG) position steady in Q3 2025 at 4,052 shares worth $623K. The position accounts for 0.25% of the portfolio, ranked #78.

Optimum Investment Advisors first reported a position in PG in Q3 2013 and has held it in 48 quarters since. The position peaked at $1.78M in Q4 2014. 3,893 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Optimum Investment Advisors held 4,052 shares of Procter & Gamble worth $623K as of Q3 2025.
  • Optimum Investment Advisors left its Procter & Gamble share count unchanged in Q3 2025.
  • Procter & Gamble made up 0.25% of Optimum Investment Advisors's portfolio in Q3 2025, its #78 holding.
  • Optimum Investment Advisors first reported a position in Procter & Gamble in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's Procter & Gamble position peaked at $1.78M in Q4 2014.
  • 3,893 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.