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Vantage Financial Partners (Wisconsin)’s Procter & Gamble PG Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$644K Sell
4,493
-4
-0.1% -$590 0.13% 97
2025
Q3 		$691K Sell
4,497
-19
-0.4% -$2.97K 0.15% 91
2025
Q2 		$719K Sell
4,516
-192
-4% -$31.3K 0.17% 89
2025
Q1 		$802K Sell
4,708
-35
-0.7% -$5.86K 0.2% 72
2024
Q4 		$795K Sell
4,743
-15
-0.3% -$2.56K 0.2% 69
2024
Q3 		$824K Buy
4,758
+407
+9% +$69.1K 0.2% 71
2024
Q2 		$718K Buy
4,351
+734
+20% +$120K 0.19% 59
2024
Q1 		$587K Buy
3,617
+692
+24% +$109K 0.16% 73
2023
Q4 		$429K Buy
2,925
+11
+0.4% +$1.63K 0.13% 79
2023
Q3 		$425K Buy
2,914
+11
+0.4% +$1.68K 0.17% 44
2023
Q2 		$441K Buy
2,903
+47
+2% +$7.08K 0.16% 46
2023
Q1 		$425K Buy
2,856
+11
+0.4% +$1.57K 0.17% 50
2022
Q4 		$431K Buy
2,845
+159
+6% +$22.3K 0.26% 35
2022
Q3 		$339K Buy
2,686
+10
+0.4% +$1.42K 0.23% 34
2022
Q2 		$385K Buy
2,676
+8
+0.3% +$1.2K 0.23% 32
2022
Q1 		$408K Buy
2,668
+394
+17% +$61.6K 0.21% 36
2021
Q4 		$372K Buy
+2,274
New +$338K 0.15% 36

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s PG Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its Procter & Gamble (PG) stake by 0.09% in Q4 2025, selling an estimated $590 and leaving 4,493 shares worth $644K. The position accounts for 0.13% of the portfolio, ranked #97.

Vantage Financial Partners (Wisconsin) first reported a position in PG in Q4 2021 and has held it in 17 quarters since. The position peaked at $824K in Q3 2024. 4,047 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 4,493 shares of Procter & Gamble worth $644K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 4 Procter & Gamble shares in Q4 2025, an estimated $590.
  • Procter & Gamble made up 0.13% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #97 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Procter & Gamble in Q4 2021 and has held it in 17 quarters since.
  • Vantage Financial Partners (Wisconsin)'s Procter & Gamble position peaked at $824K in Q3 2024.
  • 4,047 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.