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Waypoint Wealth Counsel’s Procter & Gamble PG Stock Holding History

Waypoint Wealth Counsel’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
-1,937
Closed -$298K – 315
2025
Q3 		$298K Buy
1,937
+537
+38% +$83.9K 0.12% 172
2025
Q2 		$223K Sell
1,400
-239
-15% -$39K 0.11% 163
2025
Q1 		$279K Buy
1,639
+261
+19% +$43.7K 0.18% 79
2024
Q4 		$231K Buy
1,378
+70
+5% +$11.9K 0.15% 84
2024
Q3 		$227K Buy
+1,308
New +$222K 0.15% 90
2023
Q4 		– Sell
-1,831
Closed -$267K – 99
2023
Q3 		$267K Buy
1,831
+21
+1% +$3.21K 0.25% 67
2023
Q2 		$275K Sell
1,810
-53
-3% -$7.99K 0.25% 69
2023
Q1 		$277K Buy
1,863
+172
+10% +$24.6K 0.21% 71
2022
Q4 		$256K Buy
+1,691
New +$237K 0.21% 76

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
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

Waypoint Wealth Counsel's PG Position: Q4 2025 in Review

Waypoint Wealth Counsel sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 1,937 shares — an estimated $298K sold.

Waypoint Wealth Counsel first reported a position in PG in Q4 2022 and held it in 9 quarters. The position peaked at $298K in Q3 2025. 4,035 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • Waypoint Wealth Counsel reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 1,937 Procter & Gamble shares in Q4 2025, an estimated $298K.
  • Waypoint Wealth Counsel first reported a position in Procter & Gamble in Q4 2022 and held it in 9 quarters.
  • Waypoint Wealth Counsel's Procter & Gamble position peaked at $298K in Q3 2025.
  • 4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Waypoint Wealth Counsel's 13F filing for Q4 2025, filed 28 Jan 2026.