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

Wealth Management 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
Q4 		– Sell
-1,642
Closed -$252K – 41
2025
Q3 		$252K Buy
1,642
+5
+0.3% +$781 0.12% 35
2025
Q2 		$261K Buy
1,637
+5
+0.3% +$816 0.14% 33
2025
Q1 		$278K Buy
1,632
+5
+0.3% +$837 0.19% 30
2024
Q4 		$273K Buy
+1,627
New +$277K 0.21% 29

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

Wealth Management Strategies's PG Position: Q4 2025 in Review

Wealth Management Strategies sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 1,642 shares — an estimated $252K sold.

Wealth Management Strategies first reported a position in PG in Q4 2024 and held it in 4 quarters. The position peaked at $278K in Q1 2025. 4,035 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • Wealth Management Strategies reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
  • Wealth Management Strategies sold 1,642 Procter & Gamble shares in Q4 2025, an estimated $252K.
  • Wealth Management Strategies first reported a position in Procter & Gamble in Q4 2024 and held it in 4 quarters.
  • Wealth Management Strategies's Procter & Gamble position peaked at $278K in Q1 2025.
  • 4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Wealth Management Strategies's 13F filing for Q4 2025, filed 17 Feb 2026.