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Shorepoint Capital Partners’s Procter & Gamble PG Stock Holding History

Shorepoint Capital 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
Q3 		$2.31M Buy
+15,053
New +$2.35M 0.46% 68
2025
Q1 		$265K Buy
1,555
+137
+10% +$22.9K 0.06% 97
2024
Q4 		$238K Hold
1,418
– – 0.05% 97
2024
Q3 		$246K Sell
1,418
-296
-17% -$50.3K 0.06% 97
2024
Q2 		$283K Buy
1,714
+180
+12% +$29.4K 0.07% 94
2024
Q1 		$249K Sell
1,534
-40
-3% -$6.27K 0.06% 93
2023
Q4 		$231K Sell
1,574
-25
-2% -$3.7K 0.06% 95
2023
Q3 		$233K Sell
1,599
-25
-2% -$3.82K 0.07% 99
2023
Q2 		$246K Sell
1,624
-100
-6% -$15.1K 0.07% 103
2023
Q1 		$256K Sell
1,724
-817
-32% -$117K 0.07% 106
2022
Q4 		$385K Buy
+2,541
New +$356K 0.11% 110
2020
Q4 		– Sell
-1,450
Closed -$202K – 78
2020
Q3 		$202K Buy
+1,450
New +$193K 0.13% 76
2020
Q2 		– Sell
-1,928
Closed -$212K – 83
2020
Q1 		$212K Buy
+1,928
New +$231K 0.17% 75
2019
Q4 		– Sell
-2,283
Closed -$284K – 91
2019
Q3 		$284K Buy
+2,283
New +$270K 0.17% 80

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

Shorepoint Capital Partners's PG Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in Procter & Gamble (PG) in Q3 2025: 15,053 shares worth $2.31M. The stake represents 0.46% of the portfolio and ranks #68 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in PG as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in PG in Q3 2019 and has held it in 14 quarters since. 3,892 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Shorepoint Capital Partners held 15,053 shares of Procter & Gamble worth $2.31M as of Q3 2025.
  • Procter & Gamble was a new Shorepoint Capital Partners position in Q3 2025.
  • Procter & Gamble made up 0.46% of Shorepoint Capital Partners's portfolio in Q3 2025, its #68 holding.
  • Shorepoint Capital Partners first reported a position in Procter & Gamble in Q3 2019 and has held it in 14 quarters since.
  • 3,892 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.