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Prosperitas Financial’s Procter & Gamble PG Stock Holding History

Prosperitas Financial’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
-1,478
Closed -$227K – 83
2025
Q3 		$227K Hold
1,478
– – 0.09% 63
2025
Q2 		$235K Buy
1,478
+164
+12% +$26.8K 0.11% 53
2025
Q1 		$224K Sell
1,314
-491
-27% -$82.2K 0.12% 55
2024
Q4 		$303K Buy
1,805
+4
+0.2% +$681 0.15% 48
2024
Q3 		$312K Sell
1,801
-55
-3% -$9.34K 0.17% 49
2024
Q2 		$306K Buy
1,856
+6
+0.3% +$981 0.19% 51
2024
Q1 		$300K Sell
1,850
-469
-20% -$73.6K 0.19% 50
2023
Q4 		$340K Sell
2,319
-645
-22% -$95.5K 0.25% 49
2023
Q3 		$432K Buy
+2,964
New +$453K 0.34% 50

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

Prosperitas Financial's PG Position: Q4 2025 in Review

Prosperitas Financial sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 1,478 shares — an estimated $227K sold.

Prosperitas Financial first reported a position in PG in Q3 2023 and held it in 9 quarters. The position peaked at $432K in Q3 2023. 4,035 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • Prosperitas Financial reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
  • Prosperitas Financial sold 1,478 Procter & Gamble shares in Q4 2025, an estimated $227K.
  • Prosperitas Financial first reported a position in Procter & Gamble in Q3 2023 and held it in 9 quarters.
  • Prosperitas Financial's Procter & Gamble position peaked at $432K in Q3 2023.
  • 4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Prosperitas Financial's 13F filing for Q4 2025, filed 4 Feb 2026.