RFA
PG icon

RTD Financial Advisors’s Procter & Gamble PG Stock Holding History

RTD Financial 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
-1,197
Closed -$204K – 118
2025
Q1 		$204K Buy
+1,197
New +$200K 0.03% 116
2023
Q1 		– Sell
-2,000
Closed -$303K – 93
2022
Q4 		$303K Hold
2,000
– – 0.05% 87
2022
Q3 		$252K Sell
2,000
-12
-0.6% -$1.71K 0.05% 86
2022
Q2 		$289K Sell
2,012
-21
-1% -$3.16K 0.04% 93
2022
Q1 		$311K Buy
2,033
+21
+1% +$3.29K 0.04% 94
2021
Q4 		$329K Buy
+2,012
New +$299K 0.04% 98

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

RTD Financial Advisors's PG Position: Q2 2025 in Review

RTD Financial Advisors sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 1,197 shares — an estimated $204K sold.

RTD Financial Advisors first reported a position in PG in Q4 2021 and held it in 6 quarters. The position peaked at $329K in Q4 2021. 3,954 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • RTD Financial Advisors reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
  • RTD Financial Advisors sold 1,197 Procter & Gamble shares in Q2 2025, an estimated $204K.
  • RTD Financial Advisors first reported a position in Procter & Gamble in Q4 2021 and held it in 6 quarters.
  • RTD Financial Advisors's Procter & Gamble position peaked at $329K in Q4 2021.
  • 3,954 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on RTD Financial Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.