Roberts Capital Advisors’s Procter & Gamble PG Stock Holding History

Roberts Capital 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 Q4	–	Sell	-5,907	Closed	-$908K	–	49
2025 Q3	$908K	Buy	+5,907	New	+$923K	1.01%	30

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Roberts Capital Advisors's PG Position: Q4 2025 in Review

Roberts Capital Advisors sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 5,907 shares — an estimated $908K sold.

Roberts Capital Advisors first reported a position in PG in Q3 2025 and held it in 1 quarter. The position peaked at $908K in Q3 2025. 4,022 funds tracked by Wall St. Rank hold PG as of Q4 2025.

Roberts Capital Advisors reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
Roberts Capital Advisors sold 5,907 Procter & Gamble shares in Q4 2025, an estimated $908K.
Roberts Capital Advisors first reported a position in Procter & Gamble in Q3 2025 and held it in 1 quarter.
Roberts Capital Advisors's Procter & Gamble position peaked at $908K in Q3 2025.
4,022 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.