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Sightline Wealth Advisors’s Procter & Gamble PG Stock Holding History

Sightline 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 		– Sell
-1,318
Closed -$203K – 103
2025
Q3 		$203K Sell
1,318
-37
-3% -$5.78K 0.09% 88
2025
Q2 		$216K Buy
1,355
+45
+3% +$7.34K 0.1% 81
2025
Q1 		$223K Sell
1,310
-150
-10% -$25.1K 0.12% 73
2024
Q4 		$245K Sell
1,460
-133
-8% -$22.7K 0.13% 74
2024
Q3 		$276K Buy
1,593
+1
+0.1% +$170 0.15% 68
2024
Q2 		$263K Buy
1,592
+214
+16% +$35K 0.16% 68
2024
Q1 		$224K Buy
+1,378
New +$216K 0.15% 68
2023
Q3 		– Sell
-1,513
Closed -$225K – 73
2023
Q2 		$225K Hold
1,513
– – 0.22% 49
2023
Q1 		$225K Sell
1,513
-307
-17% -$43.9K 0.23% 48
2022
Q4 		$276K Buy
+1,820
New +$255K 0.3% 45

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sightline Wealth Advisors's PG Position: Q4 2025 in Review

Sightline Wealth Advisors sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 1,318 shares — an estimated $203K sold.

Sightline Wealth Advisors first reported a position in PG in Q4 2022 and held it in 10 quarters. The position peaked at $276K in Q3 2024. 4,022 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • Sightline Wealth Advisors reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
  • Sightline Wealth Advisors sold 1,318 Procter & Gamble shares in Q4 2025, an estimated $203K.
  • Sightline Wealth Advisors first reported a position in Procter & Gamble in Q4 2022 and held it in 10 quarters.
  • Sightline Wealth Advisors's Procter & Gamble position peaked at $276K in Q3 2024.
  • 4,022 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Sightline Wealth Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.