Rothschild Capital Partners’s Procter & Gamble PG Stock Holding History

Rothschild Capital Partners’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	-2,193	Closed	-$337K	–	97
2025 Q3	$337K	Sell	2,193 -870	-28%	-$136K	0.08%	64
2025 Q2	$488K	Hold	3,063	–	–	0.13%	42
2025 Q1	$522K	Hold	3,063	–	–	0.14%	44
2024 Q4	$514K	Buy	+3,063	New	+$522K	0.12%	43
2017 Q2	–	Sell	-2,277	Closed	-$205K	–	49
2017 Q1	$205K	Buy	+2,277	New	+$202K	0.08%	45
2016 Q4	–	Sell	-2,277	Closed	-$204K	–	69
2016 Q3	$204K	Sell	2,277 -100	-4%	-$8.69K	0.07%	73
2016 Q2	$201K	Buy	+2,377	New	+$195K	0.08%	54
2015 Q3	–	Sell	-2,723	Closed	-$213K	–	48
2015 Q2	$213K	Hold	2,723	–	–	0.09%	44
2015 Q1	$223K	Hold	2,723	–	–	0.1%	40
2014 Q4	$248K	Hold	2,723	–	–	0.12%	38
2014 Q3	$228K	Hold	2,723	–	–	0.11%	39
2014 Q2	$214K	Hold	2,723	–	–	0.1%	40
2014 Q1	$219K	Hold	2,723	–	–	0.11%	37
2013 Q4	$222K	Buy	+2,723	New	+$222K	0.1%	36
2013 Q3	–	Sell	-2,723	Closed	-$210K	–	47
2013 Q2	$210K	Buy	+2,723	New	+$214K	0.12%	39

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

Rothschild Capital Partners's PG Position: Q4 2025 in Review

Rothschild Capital Partners sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 2,193 shares — an estimated $337K sold.

Rothschild Capital Partners first reported a position in PG in Q2 2013 and held it in 15 quarters. The position peaked at $522K in Q1 2025. 4,022 funds tracked by Wall St. Rank hold PG as of Q4 2025.

Rothschild Capital Partners reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
Rothschild Capital Partners sold 2,193 Procter & Gamble shares in Q4 2025, an estimated $337K.
Rothschild Capital Partners first reported a position in Procter & Gamble in Q2 2013 and held it in 15 quarters.
Rothschild Capital Partners's Procter & Gamble position peaked at $522K in Q1 2025.
4,022 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Rothschild Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.