Tolleson Wealth Management’s Procter & Gamble PG Stock Holding History

Tolleson Wealth Management’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 Q1	–	Sell	-1,251	Closed	-$210K	–	103
2024 Q4	$210K	Buy	+1,251	New	+$213K	0.04%	101

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tolleson Wealth Management's PG Position: Q1 2025 in Review

Tolleson Wealth Management sold out of Procter & Gamble (PG) in Q1 2025, closing a stake of 1,251 shares — an estimated $210K sold.

Tolleson Wealth Management first reported a position in PG in Q4 2024 and held it in 1 quarter. The position peaked at $210K in Q4 2024. 4,013 funds tracked by Wall St. Rank hold PG as of Q1 2025.

Tolleson Wealth Management reported no remaining Procter & Gamble position as of Q1 2025 after selling out during the quarter.
Tolleson Wealth Management sold 1,251 Procter & Gamble shares in Q1 2025, an estimated $210K.
Tolleson Wealth Management first reported a position in Procter & Gamble in Q4 2024 and held it in 1 quarter.
Tolleson Wealth Management's Procter & Gamble position peaked at $210K in Q4 2024.
4,013 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.

Based on Tolleson Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.