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

Realta 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
2025
Q2 		– Sell
-1,331
Closed -$227K – 326
2025
Q1 		$227K Sell
1,331
-322
-19% -$53.9K 0.1% 158
2024
Q4 		$273K Sell
1,653
-7,629
-82% -$1.3M 0.11% 155
2024
Q3 		$1.6M Sell
9,282
-16,553
-64% -$2.81M 0.74% 31
2024
Q2 		$4.26M Sell
25,835
-6,636
-20% -$1.08M 0.83% 14
2024
Q1 		$5.27M Sell
32,471
-1,376
-4% -$216K 1.09% 11
2023
Q4 		$4.96M Sell
33,847
-2,679
-7% -$397K 1.12% 14
2023
Q3 		$5.54M Sell
36,526
-1,196
-3% -$183K 1.27% 9
2023
Q2 		$5.72M Sell
37,722
-15,912
-30% -$2.4M 1.25% 9
2023
Q1 		$7.97M Sell
53,634
-4,441
-8% -$635K 1.94% 6
2022
Q4 		$8.8M Sell
58,075
-791
-1% -$111K 2.15% 4
2022
Q3 		$7.43M Sell
58,866
-57
-0.1% -$8.1K 1.95% 6
2022
Q2 		$8.61M Buy
58,923
+609
+1% +$91.5K 2.11% 8
2022
Q1 		$8.91M Buy
58,314
+2,547
+5% +$398K 1.78% 9
2021
Q4 		$9.12M Sell
55,767
-770
-1% -$114K 2.01% 5
2021
Q3 		$7.9M Sell
56,537
-80
-0.1% -$11.3K 1.86% 5
2021
Q2 		$7.64M Sell
56,617
-797
-1% -$108K 1.81% 6
2021
Q1 		$7.78M Buy
57,414
+43,476
+312% +$5.67M 2.05% 4
2020
Q4 		$1.94M Buy
13,938
+260
+2% +$36.3K 0.55% 34
2020
Q3 		$1.9M Buy
13,678
+1,602
+13% +$213K 0.64% 31
2020
Q2 		$1.44M Buy
12,076
+1,087
+10% +$127K 0.48% 42
2020
Q1 		$1.21M Sell
10,989
-631
-5% -$75.7K 0.52% 37
2019
Q4 		$1.41M Sell
11,620
-65,230
-85% -$7.98M 0.39% 47
2019
Q3 		$9.55M Buy
76,850
+47,609
+163% +$5.63M 2.59% 5
2019
Q2 		$3.21M Buy
29,241
+18,325
+168% +$1.95M 0.89% 15
2019
Q1 		$1.13M Buy
+10,916
New +$1.06M 0.52% 33

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
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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Realta Investment Advisors's PG Position: Q2 2025 in Review

Realta Investment Advisors sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 1,331 shares — an estimated $227K sold.

Realta Investment Advisors first reported a position in PG in Q1 2019 and held it in 25 quarters. The position peaked at $9.55M in Q3 2019. 3,953 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • Realta Investment Advisors reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 1,331 Procter & Gamble shares in Q2 2025, an estimated $227K.
  • Realta Investment Advisors first reported a position in Procter & Gamble in Q1 2019 and held it in 25 quarters.
  • Realta Investment Advisors's Procter & Gamble position peaked at $9.55M in Q3 2019.
  • 3,953 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Realta Investment Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.