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Total Wealth Planning’s Procter & Gamble PG Stock Holding History

Total Wealth Planning’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
-23,628
Closed -$3.63M – 85
2025
Q3 		$3.63M Buy
23,628
+1,828
+8% +$286K 0.42% 39
2025
Q2 		$3.47M Buy
21,800
+420
+2% +$68.6K 0.44% 37
2025
Q1 		$3.64M Sell
21,380
-492
-2% -$82.4K 0.56% 30
2024
Q4 		$3.67M Sell
21,872
-829
-4% -$141K 0.57% 30
2024
Q3 		$3.93M Buy
22,701
+1,532
+7% +$260K 0.61% 29
2024
Q2 		$3.53M Sell
21,169
-6,315
-23% -$1.03M 0.58% 33
2024
Q1 		$4.46M Sell
27,484
-722
-3% -$113K 0.77% 27
2023
Q4 		$4.13M Sell
28,206
-371
-1% -$54.9K 0.75% 28
2023
Q3 		$4.17M Buy
28,577
+5,419
+23% +$828K 0.85% 27
2023
Q2 		$3.51M Buy
23,158
+585
+3% +$88.2K 0.73% 34
2023
Q1 		$3.36M Buy
22,573
+1,458
+7% +$208K 0.74% 33
2022
Q4 		$3.2M Sell
21,115
-512
-2% -$71.8K 0.79% 32
2022
Q3 		$2.73M Sell
21,627
-433
-2% -$61.5K 0.78% 27
2022
Q2 		$3.17M Sell
22,060
-150
-0.7% -$22.5K 0.92% 23
2022
Q1 		$3.39M Buy
22,210
+5,915
+36% +$925K 0.92% 24
2021
Q4 		$1.7M Sell
16,295
-6,085
-27% -$903K 1.05% 18
2021
Q3 		$3.13M Buy
22,380
+264
+1% +$37.4K 1.14% 17
2021
Q2 		$2.98M Buy
22,116
+29
+0.1% +$3.92K 1.17% 16
2021
Q1 		$2.99M Buy
22,087
+6,370
+41% +$831K 1.27% 16
2020
Q4 		$2.19M Buy
15,717
+931
+6% +$130K 1.01% 18
2020
Q3 		$2.06M Sell
14,786
-388
-3% -$51.5K 1.07% 17
2020
Q2 		$1.81M Sell
15,174
-40
-0.3% -$4.67K 1.01% 17
2020
Q1 		$1.67M Sell
15,214
-593
-4% -$71.2K 1.09% 16
2019
Q4 		$1.97M Sell
15,807
-135
-0.8% -$16.5K 1.05% 17
2019
Q3 		$1.98M Buy
15,942
+3
+0% +$354 1.13% 17
2019
Q2 		$1.75M Sell
15,939
-356
-2% -$37.9K 1.03% 18
2019
Q1 		$1.7M Sell
16,295
-1,339
-8% -$130K 1.05% 18
2018
Q4 		$1.62M Buy
+17,634
New +$1.58M 1.12% 18

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

Total Wealth Planning's PG Position: Q4 2025 in Review

Total Wealth Planning sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 23,628 shares — an estimated $3.63M sold.

Total Wealth Planning first reported a position in PG in Q4 2018 and held it in 28 quarters. The position peaked at $4.46M in Q1 2024. 4,022 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • Total Wealth Planning reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 23,628 Procter & Gamble shares in Q4 2025, an estimated $3.63M.
  • Total Wealth Planning first reported a position in Procter & Gamble in Q4 2018 and held it in 28 quarters.
  • Total Wealth Planning's Procter & Gamble position peaked at $4.46M in Q1 2024.
  • 4,022 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.