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Cornerstone Planning’s Procter & Gamble PG Stock Holding History

Cornerstone Planning’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 		$3.68M Buy
25,077
+303
+1% +$44.1K 0.85% 37
2026
Q1 		$3.58M Buy
24,774
+3,351
+16% +$508K 0.81% 36
2025
Q4 		$3.08M Buy
+21,423
New +$3.16M 0.72% 53
2024
Q4 		$2.4M Buy
+14,336
New +$2.44M 0.92% 28

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's PG Position: Q2 2026 in Review

Cornerstone Planning increased its Procter & Gamble (PG) stake by 1.2% in Q2 2026, buying an estimated $44.1K and bringing the position to 25,077 shares worth $3.68M. The position accounts for 0.85% of the portfolio, ranked #37.

Cornerstone Planning first reported a position in PG in Q4 2024 and has held it in 4 quarters since. 3,994 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Cornerstone Planning held 25,077 shares of Procter & Gamble worth $3.68M as of Q2 2026.
  • Cornerstone Planning bought 303 Procter & Gamble shares in Q2 2026, an estimated $44.1K.
  • Procter & Gamble made up 0.85% of Cornerstone Planning's portfolio in Q2 2026, its #37 holding.
  • Cornerstone Planning first reported a position in Procter & Gamble in Q4 2024 and has held it in 4 quarters since.
  • 3,994 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.