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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Asset Planning Inc's PG Position: Q1 2026 in Review

Asset Planning Inc increased its Procter & Gamble (PG) stake by 0.41% in Q1 2026, buying an estimated $5.76K and bringing the position to 9,248 shares worth $1.34M. The position accounts for 0.95% of the portfolio, ranked #23.

Asset Planning Inc first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.61M in Q1 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Asset Planning Inc held 9,248 shares of Procter & Gamble worth $1.34M as of Q1 2026.
  • Asset Planning Inc bought 38 Procter & Gamble shares in Q1 2026, an estimated $5.76K.
  • Procter & Gamble made up 0.95% of Asset Planning Inc's portfolio in Q1 2026, its #23 holding.
  • Asset Planning Inc first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's Procter & Gamble position peaked at $1.61M in Q1 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.