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Wolf Group Capital Advisors’s Procter & Gamble PG Stock Holding History

Wolf Group Capital 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
Q1 		$1.99M Buy
11,695
+1,406
+14% +$235K 0.67% 46
2024
Q4 		$1.56M Hold
10,289
– – 0.76% 49
2024
Q3 		$1.56M Sell
10,289
-962
-9% -$163K 0.74% 50
2024
Q2 		$1.86M Buy
11,251
+962
+9% +$157K 0.73% 45
2024
Q1 		$1.56M Hold
10,289
– – 0.74% 50
2023
Q4 		$1.56M Buy
10,289
+552
+6% +$81.8K 0.74% 50
2023
Q3 		$1.42M Sell
9,737
-493
-5% -$75.3K 0.67% 56
2023
Q2 		$1.47M Sell
10,230
-899
-8% -$136K 0.73% 49
2023
Q1 		$1.65M Sell
11,129
-865
-7% -$124K 0.82% 45
2022
Q4 		$1.82M Sell
11,994
-492
-4% -$69K 0.86% 41
2022
Q3 		$1.58M Sell
12,486
-51
-0.4% -$7.25K 0.86% 42
2022
Q2 		$1.8M Sell
12,537
-568
-4% -$85.4K 0.94% 39
2022
Q1 		$2M Sell
13,105
-27,185
-67% -$4.25M 1.02% 34
2021
Q4 		$6.59M Buy
40,290
+27,018
+204% +$4.01M 1.08% 30
2021
Q3 		$1.85M Sell
13,272
-161
-1% -$22.8K 1.01% 33
2021
Q2 		$1.81M Sell
13,433
-264
-2% -$35.7K 0.97% 42
2021
Q1 		$1.85M Buy
13,697
+382
+3% +$49.8K 1.07% 37
2020
Q4 		$1.85M Sell
13,315
-2
-0% -$280 1.15% 32
2020
Q3 		$1.85M Buy
+13,317
New +$1.77M 1.29% 27

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Wolf Group Capital Advisors's PG Position: Q1 2025 in Review

Wolf Group Capital Advisors increased its Procter & Gamble (PG) stake by 14% in Q1 2025, buying an estimated $235K and bringing the position to 11,695 shares worth $1.99M. The position accounts for 0.67% of the portfolio, ranked #46.

Wolf Group Capital Advisors first reported a position in PG in Q3 2020 and has held it in 19 quarters since. The position peaked at $6.59M in Q4 2021. 4,013 funds tracked by Wall St. Rank hold PG as of Q1 2025.

  • Wolf Group Capital Advisors held 11,695 shares of Procter & Gamble worth $1.99M as of Q1 2025.
  • Wolf Group Capital Advisors bought 1,406 Procter & Gamble shares in Q1 2025, an estimated $235K.
  • Procter & Gamble made up 0.67% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #46 holding.
  • Wolf Group Capital Advisors first reported a position in Procter & Gamble in Q3 2020 and has held it in 19 quarters since.
  • Wolf Group Capital Advisors's Procter & Gamble position peaked at $6.59M in Q4 2021.
  • 4,013 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.