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Wealthstream Advisors’s Procter & Gamble PG Stock Holding History

Wealthstream 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 		$275K Sell
1,790
-256
-13% -$40K 0.04% 135
2025
Q2 		$326K Buy
2,046
+317
+18% +$51.7K 0.05% 113
2025
Q1 		$295K Buy
1,729
+87
+5% +$14.6K 0.06% 115
2024
Q4 		$275K Buy
1,642
+94
+6% +$16K 0.05% 122
2024
Q3 		$268K Sell
1,548
-186
-11% -$31.6K 0.05% 123
2024
Q2 		$286K Buy
1,734
+315
+22% +$51.5K 0.1% 97
2024
Q1 		$230K Sell
1,419
-1,135
-44% -$178K 0.09% 119
2023
Q4 		$374K Buy
+2,554
New +$378K 0.15% 86

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthstream Advisors's PG Position: Q3 2025 in Review

Wealthstream Advisors reduced its Procter & Gamble (PG) stake by 13% in Q3 2025, selling an estimated $40K and leaving 1,790 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #135.

Wealthstream Advisors first reported a position in PG in Q4 2023 and has held it in 8 quarters since. The position peaked at $374K in Q4 2023. 3,892 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Wealthstream Advisors held 1,790 shares of Procter & Gamble worth $275K as of Q3 2025.
  • Wealthstream Advisors sold 256 Procter & Gamble shares in Q3 2025, an estimated $40K.
  • Procter & Gamble made up 0.04% of Wealthstream Advisors's portfolio in Q3 2025, its #135 holding.
  • Wealthstream Advisors first reported a position in Procter & Gamble in Q4 2023 and has held it in 8 quarters since.
  • Wealthstream Advisors's Procter & Gamble position peaked at $374K in Q4 2023.
  • 3,892 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.