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

Asset Planning Inc’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
2026
Q2 		$1.36M Buy
9,308
+60
+0.6% +$8.73K 0.88% 24
2026
Q1 		$1.34M Buy
9,248
+38
+0.4% +$5.76K 0.95% 23
2025
Q4 		$1.32M Buy
9,210
+39
+0.4% +$5.75K 0.93% 22
2025
Q3 		$1.41M Sell
9,171
-204
-2% -$31.9K 1.02% 20
2025
Q2 		$1.49M Sell
9,375
-46
-0.5% -$7.51K 1.13% 19
2025
Q1 		$1.61M Buy
9,421
+63
+0.7% +$10.6K 1.26% 17
2024
Q4 		$1.57M Buy
+9,358
New +$1.59M 1.19% 19

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Asset Planning Inc's PG Position: Q2 2026 in Review

Asset Planning Inc increased its Procter & Gamble (PG) stake by 0.65% in Q2 2026, buying an estimated $8.73K and bringing the position to 9,308 shares worth $1.36M. The position accounts for 0.88% of the portfolio, ranked #24.

Asset Planning Inc first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.61M in Q1 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Asset Planning Inc held 9,308 shares of Procter & Gamble worth $1.36M as of Q2 2026.
  • Asset Planning Inc bought 60 Procter & Gamble shares in Q2 2026, an estimated $8.73K.
  • Procter & Gamble made up 0.88% of Asset Planning Inc's portfolio in Q2 2026, its #24 holding.
  • Asset Planning Inc first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Procter & Gamble position peaked at $1.61M in Q1 2025.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.