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

Prosperity 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
Q4 		$327K Sell
2,280
-11,643
-84% -$1.72M 0.11% 184
2025
Q3 		$2.14M Sell
13,923
-477
-3% -$74.5K 0.73% 25
2025
Q2 		$2.29M Sell
14,400
-43
-0.3% -$7.02K 0.85% 23
2025
Q1 		$2.46M Sell
14,443
-305
-2% -$51.1K 1.16% 15
2024
Q4 		$2.47M Sell
14,748
-2
-0% -$341 1.02% 14
2024
Q3 		$2.55M Sell
14,750
-3
-0% -$509 1.02% 14
2024
Q2 		$2.43M Sell
14,753
-224
-1% -$36.6K 1.2% 11
2024
Q1 		$2.43M Buy
14,977
+181
+1% +$28.4K 1.15% 13
2023
Q4 		$2.17M Buy
+14,796
New +$2.19M 1.41% 13
2023
Q2 		– Sell
-1,451
Closed -$216K – 184
2023
Q1 		$216K Sell
1,451
-286
-16% -$40.9K 0.17% 110
2022
Q4 		$263K Buy
+1,737
New +$244K 0.25% 87

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Prosperity Wealth Management's PG Position: Q4 2025 in Review

Prosperity Wealth Management reduced its Procter & Gamble (PG) stake by 84% in Q4 2025, selling an estimated $1.72M and leaving 2,280 shares worth $327K. The position accounts for 0.11% of the portfolio, ranked #184.

Prosperity Wealth Management first reported a position in PG in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.55M in Q3 2024. 4,022 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • Prosperity Wealth Management held 2,280 shares of Procter & Gamble worth $327K as of Q4 2025.
  • Prosperity Wealth Management sold 11,643 Procter & Gamble shares in Q4 2025, an estimated $1.72M.
  • Procter & Gamble made up 0.11% of Prosperity Wealth Management's portfolio in Q4 2025, its #184 holding.
  • Prosperity Wealth Management first reported a position in Procter & Gamble in Q4 2022 and has held it in 11 quarters since.
  • Prosperity Wealth Management's Procter & Gamble position peaked at $2.55M in Q3 2024.
  • 4,022 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.