Safe Harbor Wealth Advisors’s Procter & Gamble PG Stock Holding History

Safe Harbor Wealth 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	$277K	Buy	+1,716	New	+$253K	0.27%	80

Other funds holding PG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Safe Harbor Wealth Advisors's PG Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Procter & Gamble (PG) in Q4 2025: 1,716 shares worth $277K. The stake represents 0.27% of the portfolio and ranks #80 among its holdings.

4,037 funds tracked by Wall St. Rank hold PG as of Q4 2025.

Safe Harbor Wealth Advisors held 1,716 shares of Procter & Gamble worth $277K as of Q4 2025.
Procter & Gamble was a new Safe Harbor Wealth Advisors position in Q4 2025.
Procter & Gamble made up 0.27% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #80 holding.
4,037 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.