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Asset Planning Corporation’s Procter & Gamble PG Stock Holding History

Asset Planning Corporation’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 		$475K Hold
3,090
– – 0.23% 32
2025
Q2 		$492K Hold
3,090
– – 0.26% 29
2025
Q1 		$527K Buy
+3,090
New +$518K 0.31% 30

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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

Asset Planning Corporation's PG Position: Q3 2025 in Review

Asset Planning Corporation held its Procter & Gamble (PG) position steady in Q3 2025 at 3,090 shares worth $475K. The position accounts for 0.23% of the portfolio, ranked #32.

Asset Planning Corporation first reported a position in PG in Q1 2025 and has held it in 3 quarters since. The position peaked at $527K in Q1 2025. 3,893 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Asset Planning Corporation held 3,090 shares of Procter & Gamble worth $475K as of Q3 2025.
  • Asset Planning Corporation left its Procter & Gamble share count unchanged in Q3 2025.
  • Procter & Gamble made up 0.23% of Asset Planning Corporation's portfolio in Q3 2025, its #32 holding.
  • Asset Planning Corporation first reported a position in Procter & Gamble in Q1 2025 and has held it in 3 quarters since.
  • Asset Planning Corporation's Procter & Gamble position peaked at $527K in Q1 2025.
  • 3,893 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Asset Planning Corporation's 13F filing for Q3 2025, filed 6 Nov 2025.