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WP Advisors’s Procter & Gamble PG Stock Holding History

WP 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
Q4 		– Sell
-1,359
Closed -$209K – 122
2025
Q3 		$209K Sell
1,359
-46
-3% -$7.18K 0.05% 120
2025
Q2 		$224K Buy
1,405
+66
+5% +$10.8K 0.06% 111
2025
Q1 		$228K Buy
1,339
+8
+0.6% +$1.34K 0.08% 104
2024
Q4 		$223K Buy
1,331
+8
+0.6% +$1.36K 0.07% 99
2024
Q3 		$229K Sell
1,323
-101
-7% -$17.1K 0.08% 93
2024
Q2 		$235K Sell
1,424
-107
-7% -$17.5K 0.08% 100
2024
Q1 		$248K Buy
1,531
+9
+0.6% +$1.41K 0.08% 101
2023
Q4 		$223K Buy
1,522
+9
+0.6% +$1.33K 0.08% 100
2023
Q3 		$221K Buy
1,513
+109
+8% +$16.6K 0.09% 93
2023
Q2 		$213K Buy
1,404
+9
+0.6% +$1.36K 0.09% 96
2023
Q1 		$207K Sell
1,395
-391
-22% -$55.9K 0.09% 97
2022
Q4 		$271K Buy
1,786
+11
+0.6% +$1.54K 0.12% 91
2022
Q3 		$224K Buy
1,775
+11
+0.6% +$1.56K 0.1% 100
2022
Q2 		$254K Buy
1,764
+11
+0.6% +$1.65K 0.11% 96
2022
Q1 		$268K Sell
1,753
-93
-5% -$14.6K 0.11% 98
2021
Q4 		$302K Buy
1,846
+10
+0.5% +$1.49K 0.13% 88
2021
Q3 		$257K Buy
1,836
+11
+0.6% +$1.56K 0.11% 93
2021
Q2 		$246K Buy
1,825
+12
+0.7% +$1.62K 0.1% 91
2021
Q1 		$246K Buy
1,813
+90
+5% +$11.7K 0.11% 81
2020
Q4 		$240K Buy
+1,723
New +$241K 0.12% 82
2019
Q2 		– Sell
-1,107
Closed -$1.15K – 135
2019
Q1 		$1.15K Buy
+1,107
New +$108K 0.13% 78
2018
Q4 		– Sell
-1,179
Closed -$98K – 184
2018
Q3 		$98K Buy
1,179
+4
+0.3% +$327 0.09% 93
2018
Q2 		$92K Buy
+1,175
New +$88.4K 0.09% 92

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WP Advisors's PG Position: Q4 2025 in Review

WP Advisors sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 1,359 shares — an estimated $209K sold.

WP Advisors first reported a position in PG in Q2 2018 and held it in 23 quarters. The position peaked at $302K in Q4 2021. 4,035 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • WP Advisors reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
  • WP Advisors sold 1,359 Procter & Gamble shares in Q4 2025, an estimated $209K.
  • WP Advisors first reported a position in Procter & Gamble in Q2 2018 and held it in 23 quarters.
  • WP Advisors's Procter & Gamble position peaked at $302K in Q4 2021.
  • 4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on WP Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.