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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
Q2 		$399K Buy
2,677
+19
+0.7% +$2.77K 0.05% 121
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 $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

Cornerstone Planning Group's PG Position: Q2 2026 in Review

Cornerstone Planning Group increased its Procter & Gamble (PG) stake by 0.71% in Q2 2026, buying an estimated $2.77K and bringing the position to 2,677 shares worth $399K. The position accounts for 0.05% of the portfolio, ranked #121.

Cornerstone Planning Group first reported a position in PG in Q4 2022 and has held it in 14 quarters since. 4,035 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Cornerstone Planning Group held 2,677 shares of Procter & Gamble worth $399K as of Q2 2026.
  • Cornerstone Planning Group bought 19 Procter & Gamble shares in Q2 2026, an estimated $2.77K.
  • Procter & Gamble made up 0.05% of Cornerstone Planning Group's portfolio in Q2 2026, its #121 holding.
  • Cornerstone Planning Group first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
  • 4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.