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Tyler-Stone Wealth Management’s Procter & Gamble PG Stock Holding History

Tyler-Stone 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
Q2 		$709K Buy
4,452
+2
+0% +$326 0.11% 165
2025
Q1 		$758K Sell
4,450
-252
-5% -$42.2K 0.14% 137
2024
Q4 		$788K Buy
4,702
+69
+1% +$11.8K 0.14% 131
2024
Q3 		$803K Buy
4,633
+2,801
+153% +$476K 0.15% 130
2024
Q2 		$302K Sell
1,832
-49
-3% -$8.01K 0.12% 143
2024
Q1 		$305K Sell
1,881
-175
-9% -$27.4K 0.14% 143
2023
Q4 		$301K Buy
2,056
+42
+2% +$6.22K 0.15% 135
2023
Q3 		$294K Buy
2,014
+100
+5% +$15.3K 0.17% 120
2023
Q2 		$290K Buy
+1,914
New +$288K 0.16% 120
2022
Q4 		$314K Sell
2,073
-55
-3% -$7.71K 0.21% 105
2022
Q3 		$269K Hold
2,128
– – 0.21% 110
2022
Q2 		$306K Sell
2,128
-12,721
-86% -$1.91M 0.2% 104
2022
Q1 		$2.27M Buy
14,849
+50
+0.3% +$7.82K 1.25% 17
2021
Q4 		$2.42M Buy
+14,799
New +$2.2M 1.28% 15

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Tyler-Stone Wealth Management's PG Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Procter & Gamble (PG) stake by 0.04% in Q2 2025, buying an estimated $326 and bringing the position to 4,452 shares worth $709K. The position accounts for 0.11% of the portfolio, ranked #165.

Tyler-Stone Wealth Management first reported a position in PG in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.42M in Q4 2021. 3,953 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • Tyler-Stone Wealth Management held 4,452 shares of Procter & Gamble worth $709K as of Q2 2025.
  • Tyler-Stone Wealth Management bought 2 Procter & Gamble shares in Q2 2025, an estimated $326.
  • Procter & Gamble made up 0.11% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #165 holding.
  • Tyler-Stone Wealth Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 14 quarters since.
  • Tyler-Stone Wealth Management's Procter & Gamble position peaked at $2.42M in Q4 2021.
  • 3,953 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.