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Stephens Consulting’s Procter & Gamble PG Stock Holding History

Stephens Consulting’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 		$402K Buy
2,805
+127
+5% +$18.7K 0.13% 41
2025
Q3 		$411K Sell
2,678
-108
-4% -$16.9K 0.14% 42
2025
Q2 		$444K Buy
2,786
+37
+1% +$6.04K 0.11% 66
2025
Q1 		$468K Sell
2,749
-91
-3% -$15.2K 0.12% 58
2024
Q4 		$476K Sell
2,840
-38
-1% -$6.47K 0.12% 59
2024
Q3 		$499K Hold
2,878
– – 0.13% 55
2024
Q2 		$475K Sell
2,878
-63
-2% -$10.3K 0.13% 52
2024
Q1 		$477K Sell
2,941
-537
-15% -$84.2K 0.15% 48
2023
Q4 		$510K Buy
3,478
+723
+26% +$107K 0.17% 46
2023
Q3 		$402K Buy
2,755
+1
+0% +$153 0.16% 47
2023
Q2 		$418K Sell
2,754
-16
-0.6% -$2.41K 0.17% 49
2023
Q1 		$412K Sell
2,770
-14
-0.5% -$2K 0.25% 48
2022
Q4 		$422K Sell
2,784
-99
-3% -$13.9K 0.28% 47
2022
Q3 		$364K Buy
2,883
+14
+0.5% +$1.99K 0.33% 43
2022
Q2 		$412K Sell
2,869
-532
-16% -$80K 0.34% 36
2022
Q1 		$520K Sell
3,401
-480
-12% -$75.1K 0.42% 35
2021
Q4 		$635K Buy
+3,881
New +$576K 0.53% 31

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

Stephens Consulting's PG Position: Q4 2025 in Review

Stephens Consulting increased its Procter & Gamble (PG) stake by 4.7% in Q4 2025, buying an estimated $18.7K and bringing the position to 2,805 shares worth $402K. The position accounts for 0.13% of the portfolio, ranked #41.

Stephens Consulting first reported a position in PG in Q4 2021 and has held it in 17 quarters since. The position peaked at $635K in Q4 2021. 4,022 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • Stephens Consulting held 2,805 shares of Procter & Gamble worth $402K as of Q4 2025.
  • Stephens Consulting bought 127 Procter & Gamble shares in Q4 2025, an estimated $18.7K.
  • Procter & Gamble made up 0.13% of Stephens Consulting's portfolio in Q4 2025, its #41 holding.
  • Stephens Consulting first reported a position in Procter & Gamble in Q4 2021 and has held it in 17 quarters since.
  • Stephens Consulting's Procter & Gamble position peaked at $635K in Q4 2021.
  • 4,022 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.