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WFA Asset Management’s Procter & Gamble PG Stock Holding History

WFA Asset Management’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 		$644K Buy
3,718
+22
+0.6% +$3.44K 0.35% 23
2025
Q2 		$609K Buy
3,696
+23
+0.6% +$3.75K 0.34% 23
2025
Q1 		$596K Sell
3,673
-67
-2% -$11.2K 0.31% 28
2024
Q4 		$627K Buy
3,740
+22
+0.6% +$3.75K 0.34% 25
2024
Q3 		$644K Buy
3,718
+22
+0.6% +$3.73K 0.35% 23
2024
Q2 		$609K Buy
3,696
+23
+0.6% +$3.76K 0.34% 23
2024
Q1 		$596K Sell
3,673
-94
-2% -$14.7K 0.31% 28
2023
Q4 		$552K Buy
3,767
+23
+0.6% +$3.41K 0.3% 29
2023
Q3 		$546K Sell
3,744
-509
-12% -$77.7K 0.32% 29
2023
Q2 		$645K Sell
4,253
-364
-8% -$54.9K 0.38% 26
2023
Q1 		$687K Buy
4,617
+30
+0.7% +$4.29K 0.42% 22
2022
Q4 		$695K Sell
4,587
-653
-12% -$91.5K 0.46% 21
2022
Q3 		$662K Buy
5,240
+31
+0.6% +$4.4K 0.47% 19
2022
Q2 		$749K Buy
5,209
+494
+10% +$74.2K 0.52% 18
2022
Q1 		$721K Buy
4,715
+274
+6% +$42.9K 0.47% 17
2021
Q4 		$726K Buy
+4,441
New +$659K 0.47% 17

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

WFA Asset Management's PG Position: Q3 2025 in Review

WFA Asset Management increased its Procter & Gamble (PG) stake by 0.6% in Q3 2025, buying an estimated $3.44K and bringing the position to 3,718 shares worth $644K. The position accounts for 0.35% of the portfolio, ranked #23.

WFA Asset Management first reported a position in PG in Q4 2021 and has held it in 16 quarters since. The position peaked at $749K in Q2 2022. 3,892 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • WFA Asset Management held 3,718 shares of Procter & Gamble worth $644K as of Q3 2025.
  • WFA Asset Management bought 22 Procter & Gamble shares in Q3 2025, an estimated $3.44K.
  • Procter & Gamble made up 0.35% of WFA Asset Management's portfolio in Q3 2025, its #23 holding.
  • WFA Asset Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 16 quarters since.
  • WFA Asset Management's Procter & Gamble position peaked at $749K in Q2 2022.
  • 3,892 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.