Sage Financial Management Group’s Procter & Gamble PG Stock Holding History

Sage Financial Management Group’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	–	Sell	-1,267	Closed	-$202K	–	57
2025 Q2	$202K	Hold	1,267	–	–	0.07%	55
2025 Q1	$216K	Sell	1,267 -13	-1%	-$2.18K	0.08%	53
2024 Q4	$215K	Sell	1,280 -41	-3%	-$6.98K	0.08%	50
2024 Q3	$229K	Buy	+1,321	New	+$224K	0.09%	50
2024 Q2	–	Sell	-1,432	Closed	-$232K	–	34
2024 Q1	$232K	Buy	+1,432	New	+$225K	0.11%	49
2021 Q2	–	Sell	-897	Closed	-$121K	–	90
2021 Q1	$121K	Buy	+897	New	+$117K	0.09%	37

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Sage Financial Management Group's PG Position: Q3 2025 in Review

Sage Financial Management Group sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 1,267 shares — an estimated $202K sold.

Sage Financial Management Group first reported a position in PG in Q1 2021 and held it in 6 quarters. The position peaked at $232K in Q1 2024. 3,902 funds tracked by Wall St. Rank hold PG as of Q3 2025.

Sage Financial Management Group reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
Sage Financial Management Group sold 1,267 Procter & Gamble shares in Q3 2025, an estimated $202K.
Sage Financial Management Group first reported a position in Procter & Gamble in Q1 2021 and held it in 6 quarters.
Sage Financial Management Group's Procter & Gamble position peaked at $232K in Q1 2024.
3,902 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Sage Financial Management Group's 13F filing for Q3 2025, filed 23 Oct 2025.