RIM
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RW Investment Management’s Procter & Gamble PG Stock Holding History

RW Investment 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
Q3 		$208K Sell
1,352
-320
-19% -$50K 0.02% 105
2025
Q2 		$266K Sell
1,672
-14
-0.8% -$2.29K 0.03% 93
2025
Q1 		$287K Sell
1,686
-363
-18% -$60.8K 0.04% 79
2024
Q4 		$343K Buy
2,049
+1
+0% +$170 0.04% 75
2024
Q3 		$355K Sell
2,048
-14
-0.7% -$2.38K 0.04% 73
2024
Q2 		$340K Sell
2,062
-40
-2% -$6.54K 0.05% 73
2024
Q1 		$341K Buy
2,102
+42
+2% +$6.59K 0.05% 72
2023
Q4 		$302K Buy
2,060
+16
+0.8% +$2.37K 0.05% 72
2023
Q3 		$298K Buy
2,044
+1
+0% +$153 0.05% 71
2023
Q2 		$310K Buy
2,043
+1
+0% +$151 0.06% 69
2023
Q1 		$304K Buy
2,042
+302
+17% +$43.2K 0.08% 67
2022
Q4 		$264K Buy
+1,740
New +$244K 0.1% 66

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RW Investment Management's PG Position: Q3 2025 in Review

RW Investment Management reduced its Procter & Gamble (PG) stake by 19% in Q3 2025, selling an estimated $50K and leaving 1,352 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #105.

RW Investment Management first reported a position in PG in Q4 2022 and has held it in 12 quarters since. The position peaked at $355K in Q3 2024. 3,892 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • RW Investment Management held 1,352 shares of Procter & Gamble worth $208K as of Q3 2025.
  • RW Investment Management sold 320 Procter & Gamble shares in Q3 2025, an estimated $50K.
  • Procter & Gamble made up 0.02% of RW Investment Management's portfolio in Q3 2025, its #105 holding.
  • RW Investment Management first reported a position in Procter & Gamble in Q4 2022 and has held it in 12 quarters since.
  • RW Investment Management's Procter & Gamble position peaked at $355K in Q3 2024.
  • 3,892 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on RW Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.