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Vertex Planning Partners’s Procter & Gamble PG Stock Holding History

Vertex Planning Partners’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
-4,063
Closed -$624K – 182
2025
Q3 		$624K Buy
4,063
+73
+2% +$11.4K 0.12% 100
2025
Q2 		$636K Sell
3,990
-9
-0.2% -$1.47K 0.13% 88
2025
Q1 		$682K Buy
3,999
+36
+0.9% +$6.03K 0.15% 78
2024
Q4 		$664K Buy
3,963
+259
+7% +$44.1K 0.15% 84
2024
Q3 		$642K Buy
3,704
+7
+0.2% +$1.19K 0.15% 70
2024
Q2 		$610K Buy
3,697
+52
+1% +$8.5K 0.16% 70
2024
Q1 		$591K Sell
3,645
-412
-10% -$64.6K 0.16% 74
2023
Q4 		$594K Buy
4,057
+202
+5% +$29.9K 0.18% 66
2023
Q3 		$562K Sell
3,855
-97
-2% -$14.8K 0.19% 63
2023
Q2 		$600K Buy
3,952
+1,902
+93% +$287K 0.2% 63
2023
Q1 		$305K Sell
2,050
-1,215
-37% -$174K 0.11% 90
2022
Q4 		$495K Buy
+3,265
New +$458K 0.19% 68

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

Vertex Planning Partners's PG Position: Q4 2025 in Review

Vertex Planning Partners sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 4,063 shares — an estimated $624K sold.

Vertex Planning Partners first reported a position in PG in Q4 2022 and held it in 12 quarters. The position peaked at $682K in Q1 2025. 4,022 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • Vertex Planning Partners reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 4,063 Procter & Gamble shares in Q4 2025, an estimated $624K.
  • Vertex Planning Partners first reported a position in Procter & Gamble in Q4 2022 and held it in 12 quarters.
  • Vertex Planning Partners's Procter & Gamble position peaked at $682K in Q1 2025.
  • 4,022 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.