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Cornerstone Planning Group’s Procter & Gamble PG Stock Holding History

Cornerstone Planning Group’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 		$385K Buy
2,658
+237
+10% +$35.9K 0.05% 111
2025
Q4 		$357K Buy
2,421
+2,125
+718% +$313K 0.06% 105
2025
Q3 		$61.3K Sell
296
-2,098
-88% -$328K 0.01% 291
2025
Q2 		$360K Buy
2,394
+634
+36% +$103K 0.07% 60
2025
Q1 		$292K Buy
1,760
+975
+124% +$163K 0.07% 67
2024
Q4 		$133K Buy
785
+8
+1% +$1.36K 0.03% 95
2024
Q3 		$130K Sell
777
-518
-40% -$87.9K 0.03% 96
2024
Q2 		$217K Buy
1,295
+523
+68% +$85.5K 0.06% 73
2024
Q1 		$127K Sell
772
-9
-1% -$1.41K 0.04% 105
2023
Q4 		$114K Sell
781
-11
-1% -$1.63K 0.04% 109
2023
Q3 		$116K Sell
792
-27
-3% -$4.12K 0.04% 108
2023
Q2 		$124K Buy
+819
New +$123K 0.05% 115
2022
Q4 		$174K Buy
+1,219
New +$171K 0.07% 108

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

Cornerstone Planning Group's PG Position: Q1 2026 in Review

Cornerstone Planning Group increased its Procter & Gamble (PG) stake by 9.8% in Q1 2026, buying an estimated $35.9K and bringing the position to 2,658 shares worth $385K. The position accounts for 0.05% of the portfolio, ranked #111.

Cornerstone Planning Group first reported a position in PG in Q4 2022 and has held it in 13 quarters since. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Cornerstone Planning Group held 2,658 shares of Procter & Gamble worth $385K as of Q1 2026.
  • Cornerstone Planning Group bought 237 Procter & Gamble shares in Q1 2026, an estimated $35.9K.
  • Procter & Gamble made up 0.05% of Cornerstone Planning Group's portfolio in Q1 2026, its #111 holding.
  • Cornerstone Planning Group first reported a position in Procter & Gamble in Q4 2022 and has held it in 13 quarters since.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.