ORBA Wealth Advisors’s Procter & Gamble PG Stock Holding History

ORBA 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
2025 Q4	–	Sell	-23,203	Closed	-$3.57M	–	89
2025 Q3	$3.57M	Sell	23,203 -48	-0.2%	-$7.5K	2.93%	9
2025 Q2	$3.7M	Sell	23,251 -942	-4%	-$154K	3.37%	9
2025 Q1	$4.12M	Hold	24,193	–	–	2.08%	18
2024 Q4	$4.06M	Hold	24,193	–	–	2.12%	14
2024 Q3	$4.19M	Buy	24,193 +24	+0.1%	+$4.07K	2.12%	16
2024 Q2	$3.99M	Buy	24,169 +72	+0.3%	+$11.8K	2.06%	16
2024 Q1	$3.91M	Sell	24,097 -14	-0.1%	-$2.2K	2.16%	16
2023 Q4	$3.53M	Buy	+24,111	New	+$3.57M	2.12%	17

Other funds holding PG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ORBA Wealth Advisors's PG Position: Q4 2025 in Review

ORBA Wealth Advisors sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 23,203 shares — an estimated $3.57M sold.

ORBA Wealth Advisors first reported a position in PG in Q4 2023 and held it in 8 quarters. The position peaked at $4.19M in Q3 2024. 4,035 funds tracked by Wall St. Rank hold PG as of Q4 2025.

ORBA Wealth Advisors reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
ORBA Wealth Advisors sold 23,203 Procter & Gamble shares in Q4 2025, an estimated $3.57M.
ORBA Wealth Advisors first reported a position in Procter & Gamble in Q4 2023 and held it in 8 quarters.
ORBA Wealth Advisors's Procter & Gamble position peaked at $4.19M in Q3 2024.
4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on ORBA Wealth Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.