Unique Wealth Strategies’s Procter & Gamble PG Stock Holding History

Unique Wealth Strategies’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	-1,407	Closed	-$236K	–	214
2024 Q4	$236K	Sell	1,407 -2,650	-65%	-$451K	0.1%	179
2024 Q3	$703K	Buy	4,057 +2,996	+282%	+$509K	0.3%	85
2024 Q2	$172K	Buy	+1,061	New	+$173K	0.08%	180

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

Unique Wealth Strategies's PG Position: Q1 2025 in Review

Unique Wealth Strategies sold out of Procter & Gamble (PG) in Q1 2025, closing a stake of 1,407 shares — an estimated $236K sold.

Unique Wealth Strategies first reported a position in PG in Q2 2024 and held it in 3 quarters. The position peaked at $703K in Q3 2024. 4,013 funds tracked by Wall St. Rank hold PG as of Q1 2025.

Unique Wealth Strategies reported no remaining Procter & Gamble position as of Q1 2025 after selling out during the quarter.
Unique Wealth Strategies sold 1,407 Procter & Gamble shares in Q1 2025, an estimated $236K.
Unique Wealth Strategies first reported a position in Procter & Gamble in Q2 2024 and held it in 3 quarters.
Unique Wealth Strategies's Procter & Gamble position peaked at $703K in Q3 2024.
4,013 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.

Based on Unique Wealth Strategies's 13F filing for Q1 2025, filed 14 Jul 2026.