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Wetzel Investment Advisors’s Procter & Gamble PG Stock Holding History

Wetzel Investment 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
Q2 		– Sell
-1,213
Closed -$207K – 133
2025
Q1 		$207K Sell
1,213
-53
-4% -$8.88K 0.1% 115
2024
Q4 		$212K Buy
1,266
+46
+4% +$7.83K 0.11% 115
2024
Q3 		$211K Buy
1,220
+254
+26% +$43.1K 0.11% 116
2024
Q2 		$157K Sell
966
-247
-20% -$40.4K 0.09% 138
2024
Q1 		$191K Sell
1,213
-33
-3% -$5.18K 0.11% 117
2023
Q4 		$183K Buy
+1,246
New +$185K 0.11% 116

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
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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Wetzel Investment Advisors's PG Position: Q2 2025 in Review

Wetzel Investment Advisors sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 1,213 shares — an estimated $207K sold.

Wetzel Investment Advisors first reported a position in PG in Q4 2023 and held it in 6 quarters. The position peaked at $212K in Q4 2024. 3,954 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • Wetzel Investment Advisors reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
  • Wetzel Investment Advisors sold 1,213 Procter & Gamble shares in Q2 2025, an estimated $207K.
  • Wetzel Investment Advisors first reported a position in Procter & Gamble in Q4 2023 and held it in 6 quarters.
  • Wetzel Investment Advisors's Procter & Gamble position peaked at $212K in Q4 2024.
  • 3,954 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Wetzel Investment Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.