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Retirement Solution’s Procter & Gamble PG Stock Holding History

Retirement Solution’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
-1,310
Closed -$223K – 49
2025
Q1 		$223K Buy
+1,310
New +$219K 0.06% 31
2024
Q4 		– Sell
-2,095
Closed -$363K – 61
2024
Q3 		$363K Buy
+2,095
New +$356K 0.09% 37

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

Retirement Solution's PG Position: Q2 2025 in Review

Retirement Solution sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 1,310 shares — an estimated $223K sold.

Retirement Solution first reported a position in PG in Q3 2024 and held it in 2 quarters. The position peaked at $363K in Q3 2024. 3,954 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • Retirement Solution reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
  • Retirement Solution sold 1,310 Procter & Gamble shares in Q2 2025, an estimated $223K.
  • Retirement Solution first reported a position in Procter & Gamble in Q3 2024 and held it in 2 quarters.
  • Retirement Solution's Procter & Gamble position peaked at $363K in Q3 2024.
  • 3,954 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Retirement Solution's 13F filing for Q2 2025, filed 7 Aug 2025.