SS&H Financial Advisors’s Procter & Gamble PG Stock Holding History

SS&H Financial 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	$8.98M	Sell	62,660 -538	-0.9%	-$79.3K	2.62%	8
2025 Q3	$9.71M	Sell	63,198 -2,963	-4%	-$463K	2.95%	7
2025 Q2	$10.5M	Buy	66,161 +22,077	+50%	+$3.6M	3.52%	5
2025 Q1	$7.51M	Sell	44,084 -637	-1%	-$107K	2.8%	7
2024 Q4	$7.5M	Sell	44,721 -390	-0.9%	-$66.4K	2.73%	6
2024 Q3	$7.81M	Sell	45,111 -10	-0%	-$1.7K	2.85%	7
2024 Q2	$7.44M	Sell	45,121 -100	-0.2%	-$16.3K	2.91%	6
2024 Q1	$7.34M	Sell	45,221 -25,533	-36%	-$4M	3.06%	7
2023 Q4	$10.4M	Sell	70,754 -145	-0.2%	-$21.5K	4.4%	4
2023 Q3	$10.3M	Buy	+70,899	New	+$10.8M	4.84%	4
2023 Q1	$10.7M	Sell	72,212 -871	-1%	-$125K	4.92%	4
2022 Q4	$11.1M	Sell	73,083 -500	-0.7%	-$70.1K	5.27%	3
2022 Q3	$9.29M	Sell	73,583 -1,000	-1%	-$142K	4.8%	4
2022 Q2	$10.7M	Sell	74,583 -560	-0.7%	-$84.2K	4.95%	4
2022 Q1	$11.5M	Buy	+75,143	New	+$11.8M	4.49%	4

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

SS&H Financial Advisors's PG Position: Q4 2025 in Review

SS&H Financial Advisors reduced its Procter & Gamble (PG) stake by 0.85% in Q4 2025, selling an estimated $79.3K and leaving 62,660 shares worth $8.98M. The position accounts for 2.62% of the portfolio, ranked #8.

SS&H Financial Advisors first reported a position in PG in Q1 2022 and has held it in 15 quarters since. The position peaked at $11.5M in Q1 2022. 4,022 funds tracked by Wall St. Rank hold PG as of Q4 2025.

SS&H Financial Advisors held 62,660 shares of Procter & Gamble worth $8.98M as of Q4 2025.
SS&H Financial Advisors sold 538 Procter & Gamble shares in Q4 2025, an estimated $79.3K.
Procter & Gamble made up 2.62% of SS&H Financial Advisors's portfolio in Q4 2025, its #8 holding.
SS&H Financial Advisors first reported a position in Procter & Gamble in Q1 2022 and has held it in 15 quarters since.
SS&H Financial Advisors's Procter & Gamble position peaked at $11.5M in Q1 2022.
4,022 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.