Saranac Partners’s Procter & Gamble PG Stock Holding History

Saranac Partners’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	–	Sell	-196	Closed	-$30.1K	–	124
2025 Q3	$30.1K	Buy	+196	New	+$30.6K	0.01%	302

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 $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $1T 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

Saranac Partners's PG Position: Q4 2025 in Review

Saranac Partners sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 196 shares — an estimated $30.1K sold.

Saranac Partners first reported a position in PG in Q3 2025 and held it in 1 quarter. The position peaked at $30.1K in Q3 2025. 4,029 funds tracked by Wall St. Rank hold PG as of Q4 2025.

Saranac Partners reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
Saranac Partners sold 196 Procter & Gamble shares in Q4 2025, an estimated $30.1K.
Saranac Partners first reported a position in Procter & Gamble in Q3 2025 and held it in 1 quarter.
Saranac Partners's Procter & Gamble position peaked at $30.1K in Q3 2025.
4,029 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Saranac Partners's 13F filing for Q4 2025, filed 6 Feb 2026.