SageView Advisory Group’s Procter & Gamble PG Stock Holding History

SageView Advisory 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 Q4	$14.4M	Sell	100,817 -4,006	-4%	-$591K	0.49%	23
2025 Q3	$16.1M	Buy	104,823 +7,307	+7%	+$1.14M	0.56%	22
2025 Q2	$15.3M	Sell	97,516 -857	-0.9%	-$140K	0.58%	20
2025 Q1	$16.8M	Buy	98,373 +129	+0.1%	+$21.6K	0.71%	17
2024 Q4	$16.5M	Buy	98,244 +83,279	+556%	+$14.2M	0.71%	18
2024 Q3	$2.59M	Sell	14,965 -2,908	-16%	-$494K	0.13%	95
2024 Q2	$2.95M	Buy	+17,873	New	+$2.92M	0.14%	94
2024 Q1	–	Sell	-23,298	Closed	-$3.67M	–	721
2023 Q4	$3.67M	Buy	23,298 +5,312	+30%	+$787K	0.16%	82
2023 Q3	$2.62M	Sell	17,986 -1,838	-9%	-$281K	0.15%	91
2023 Q2	$3.01M	Buy	19,824 +640	+3%	+$96.5K	0.17%	85
2023 Q1	$2.85M	Buy	19,184 +8,546	+80%	+$1.22M	0.18%	86
2022 Q4	$1.61M	Buy	+10,638	New	+$1.49M	0.13%	111

Other funds holding PG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SageView Advisory Group's PG Position: Q4 2025 in Review

SageView Advisory Group reduced its Procter & Gamble (PG) stake by 3.8% in Q4 2025, selling an estimated $591K and leaving 100,817 shares worth $14.4M. The position accounts for 0.49% of the portfolio, ranked #23.

SageView Advisory Group first reported a position in PG in Q4 2022 and has held it in 12 quarters since. The position peaked at $16.8M in Q1 2025. 4,022 funds tracked by Wall St. Rank hold PG as of Q4 2025.

SageView Advisory Group held 100,817 shares of Procter & Gamble worth $14.4M as of Q4 2025.
SageView Advisory Group sold 4,006 Procter & Gamble shares in Q4 2025, an estimated $591K.
Procter & Gamble made up 0.49% of SageView Advisory Group's portfolio in Q4 2025, its #23 holding.
SageView Advisory Group first reported a position in Procter & Gamble in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's Procter & Gamble position peaked at $16.8M in Q1 2025.
4,022 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.