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Principia Wealth Advisory’s Procter & Gamble PG Stock Holding History

Principia Wealth Advisory’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 		$11.2K Sell
78
-12
-13% -$1.77K 0.01% 186
2025
Q3 		$13.8K Buy
90
+34
+61% +$5.31K 0.01% 178
2025
Q2 		$8.92K Sell
56
-35
-38% -$5.71K 0.01% 174
2025
Q1 		$14.8K Buy
91
+35
+63% +$5.86K 0.01% 117
2024
Q4 		$9.39K Buy
+56
New +$9.54K 0.01% 128

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principia Wealth Advisory's PG Position: Q4 2025 in Review

Principia Wealth Advisory reduced its Procter & Gamble (PG) stake by 13% in Q4 2025, selling an estimated $1.77K and leaving 78 shares worth $11.2K. The position accounts for 0.01% of the portfolio, ranked #186.

Principia Wealth Advisory first reported a position in PG in Q4 2024 and has held it in 5 quarters since. The position peaked at $14.8K in Q1 2025. 4,035 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • Principia Wealth Advisory held 78 shares of Procter & Gamble worth $11.2K as of Q4 2025.
  • Principia Wealth Advisory sold 12 Procter & Gamble shares in Q4 2025, an estimated $1.77K.
  • Procter & Gamble made up 0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #186 holding.
  • Principia Wealth Advisory first reported a position in Procter & Gamble in Q4 2024 and has held it in 5 quarters since.
  • Principia Wealth Advisory's Procter & Gamble position peaked at $14.8K in Q1 2025.
  • 4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.