Stewardship Advisors’s Procter & Gamble PG Stock Holding History

Stewardship 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 Q2	–	Sell	-1,226	Closed	-$209K	–	158
2025 Q1	$209K	Sell	1,226 -80	-6%	-$13.4K	0.06%	140
2024 Q4	$219K	Buy	+1,306	New	+$222K	0.06%	142

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Stewardship Advisors's PG Position: Q2 2025 in Review

Stewardship Advisors sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 1,226 shares — an estimated $209K sold.

Stewardship Advisors first reported a position in PG in Q4 2024 and held it in 2 quarters. The position peaked at $219K in Q4 2024. 3,954 funds tracked by Wall St. Rank hold PG as of Q2 2025.

Stewardship Advisors reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
Stewardship Advisors sold 1,226 Procter & Gamble shares in Q2 2025, an estimated $209K.
Stewardship Advisors first reported a position in Procter & Gamble in Q4 2024 and held it in 2 quarters.
Stewardship Advisors's Procter & Gamble position peaked at $219K in Q4 2024.
3,954 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Stewardship Advisors's 13F filing for Q2 2025, filed 10 Jul 2025.