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Waterford Advisors’s Procter & Gamble PG Stock Holding History

Waterford Advisors’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
Q3 		– Sell
-6,284
Closed -$202K – 57
2025
Q2 		$202K Buy
6,284
+5,016
+396% +$819K 0.07% 53
2025
Q1 		$216K Sell
1,268
-10
-0.8% -$1.68K 0.09% 49
2024
Q4 		$214K Hold
1,278
– – 0.11% 45
2024
Q3 		$221K Sell
1,278
-190
-13% -$32.3K 0.11% 49
2024
Q2 		$242K Hold
1,468
– – 0.1% 48
2024
Q1 		$238K Hold
1,468
– – 0.1% 50
2023
Q4 		$215K Hold
1,468
– – 0.1% 50
2023
Q3 		$214K Buy
+1,468
New +$224K 0.12% 46

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 $3.37T AUM 44.26% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Waterford Advisors's PG Position: Q3 2025 in Review

Waterford Advisors sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 6,284 shares — an estimated $202K sold.

Waterford Advisors first reported a position in PG in Q3 2023 and held it in 8 quarters. The position peaked at $242K in Q2 2024. 3,903 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Waterford Advisors reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
  • Waterford Advisors sold 6,284 Procter & Gamble shares in Q3 2025, an estimated $202K.
  • Waterford Advisors first reported a position in Procter & Gamble in Q3 2023 and held it in 8 quarters.
  • Waterford Advisors's Procter & Gamble position peaked at $242K in Q2 2024.
  • 3,903 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Waterford Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.