RWM
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Ruedi Wealth Management’s Procter & Gamble PG Stock Holding History

Ruedi Wealth Management’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
-196
Closed -$33.5K – 252
2025
Q1 		$33.5K Hold
196
– – 0.01% 104
2024
Q4 		$32.9K Hold
196
– – 0.01% 103
2024
Q3 		$34K Sell
196
-42
-18% -$7.13K 0.01% 103
2024
Q2 		$39.3K Buy
238
+42
+21% +$6.87K 0.02% 96
2024
Q1 		$31.8K Buy
196
+77
+65% +$12.1K 0.01% 104
2023
Q4 		$17.4K Buy
119
+26
+28% +$3.85K 0.01% 116
2023
Q3 		$13.6K Hold
93
– – 0.01% 117
2023
Q2 		$14.1K Buy
93
+1
+1% +$151 0.01% 122
2023
Q1 		$13.7K Hold
92
– – 0.01% 138
2022
Q4 		$13.9K Buy
+92
New +$12.9K 0.01% 124

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

Ruedi Wealth Management's PG Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 196 shares — an estimated $33.5K sold.

Ruedi Wealth Management first reported a position in PG in Q4 2022 and held it in 10 quarters. The position peaked at $39.3K in Q2 2024. 3,953 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 196 Procter & Gamble shares in Q2 2025, an estimated $33.5K.
  • Ruedi Wealth Management first reported a position in Procter & Gamble in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's Procter & Gamble position peaked at $39.3K in Q2 2024.
  • 3,953 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.