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Willow Creek Wealth Management’s Procter & Gamble PG Stock Holding History

Willow Creek Wealth 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 		$664K Buy
4,322
+453
+12% +$70.8K 0.05% 93
2025
Q2 		$616K Sell
3,869
-1,411
-27% -$230K 0.06% 89
2025
Q1 		$900K Buy
5,280
+1,007
+24% +$169K 0.09% 66
2024
Q4 		$716K Sell
4,273
-870
-17% -$148K 0.07% 75
2024
Q3 		$891K Sell
5,143
-175
-3% -$29.7K 0.09% 67
2024
Q2 		$877K Buy
5,318
+274
+5% +$44.8K 0.1% 64
2024
Q1 		$818K Sell
5,044
-129
-2% -$20.2K 0.1% 67
2023
Q4 		$758K Buy
5,173
+234
+5% +$34.7K 0.1% 67
2023
Q3 		$720K Sell
4,939
-7
-0.1% -$1.07K 0.11% 63
2023
Q2 		$751K Buy
4,946
+31
+0.6% +$4.67K 0.11% 69
2023
Q1 		$731K Buy
4,915
+225
+5% +$32.2K 0.11% 62
2022
Q4 		$711K Buy
4,690
+666
+17% +$93.4K 0.12% 58
2022
Q3 		$508K Buy
4,024
+1,199
+42% +$170K 0.1% 67
2022
Q2 		$406K Buy
2,825
+107
+4% +$16.1K 0.08% 76
2022
Q1 		$415K Buy
2,718
+3
+0.1% +$469 0.08% 69
2021
Q4 		$444K Buy
2,715
+52
+2% +$7.72K 0.09% 64
2021
Q3 		$372K Buy
2,663
+545
+26% +$77.3K 0.08% 72
2021
Q2 		$286K Buy
2,118
+62
+3% +$8.39K 0.07% 90
2021
Q1 		$278K Hold
2,056
– – 0.1% 76
2020
Q4 		$286K Hold
2,056
– – 0.11% 70
2020
Q3 		$286K Hold
2,056
– – 0.12% 59
2020
Q2 		$246K Sell
2,056
-80
-4% -$9.33K 0.11% 62
2020
Q1 		$235K Sell
2,136
-149
-7% -$17.9K 0.12% 55
2019
Q4 		$285K Sell
2,285
-989
-30% -$121K 0.13% 61
2019
Q3 		$407K Buy
3,274
+80
+3% +$9.45K 0.19% 40
2019
Q2 		$350K Sell
3,194
-4,845
-60% -$516K 0.17% 47
2019
Q1 		$836K Sell
8,039
-2,714
-25% -$264K 0.42% 25
2018
Q4 		$988K Buy
10,753
+7,812
+266% +$698K 0.53% 21
2018
Q3 		$245K Sell
2,941
-89
-3% -$7.28K 0.14% 60
2018
Q2 		$236K Sell
3,030
-253
-8% -$19K 0.13% 57
2018
Q1 		$260K Buy
+3,283
New +$274K 0.14% 55

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Willow Creek Wealth Management's PG Position: Q3 2025 in Review

Willow Creek Wealth Management increased its Procter & Gamble (PG) stake by 12% in Q3 2025, buying an estimated $70.8K and bringing the position to 4,322 shares worth $664K. The position accounts for 0.05% of the portfolio, ranked #93.

Willow Creek Wealth Management first reported a position in PG in Q1 2018 and has held it in 31 quarters since. The position peaked at $988K in Q4 2018. 3,902 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Willow Creek Wealth Management held 4,322 shares of Procter & Gamble worth $664K as of Q3 2025.
  • Willow Creek Wealth Management bought 453 Procter & Gamble shares in Q3 2025, an estimated $70.8K.
  • Procter & Gamble made up 0.05% of Willow Creek Wealth Management's portfolio in Q3 2025, its #93 holding.
  • Willow Creek Wealth Management first reported a position in Procter & Gamble in Q1 2018 and has held it in 31 quarters since.
  • Willow Creek Wealth Management's Procter & Gamble position peaked at $988K in Q4 2018.
  • 3,902 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.