Cypress Financial Planning’s Procter & Gamble PG Stock Holding History

Cypress Financial 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	$258K	Hold	1,759	–	–	0.06%	96
2026 Q1	$254K	Buy	1,759 +238	+16%	+$36.1K	0.07%	91
2025 Q4	$219K	Sell	1,521 -203	-12%	-$29.9K	0.06%	103
2025 Q3	$265K	Buy	1,724 +21	+1%	+$3.28K	0.08%	78
2025 Q2	$271K	Buy	1,703 +17	+1%	+$2.77K	0.09%	72
2025 Q1	$287K	Sell	1,686 -37	-2%	-$6.2K	0.1%	68
2024 Q4	$289K	Buy	1,723 +93	+6%	+$15.8K	0.11%	64
2024 Q3	$282K	Buy	1,630 +25	+2%	+$4.24K	0.1%	61
2024 Q2	$265K	Sell	1,605 -361	-18%	-$59K	0.11%	65
2024 Q1	$319K	Buy	+1,966	New	+$308K	0.15%	52
2023 Q4	–	Sell	-1,958	Closed	-$286K	–	55
2023 Q3	$286K	Hold	1,958	–	–	0.16%	49
2023 Q2	$299K	Hold	1,958	–	–	0.17%	49
2023 Q1	$293K	Hold	1,958	–	–	0.18%	44
2022 Q4	$297K	Buy	1,958 +9	+0.5%	+$1.26K	0.2%	45
2022 Q3	$246K	Buy	1,949 +6	+0.3%	+$852	0.17%	47
2022 Q2	$279K	Buy	+1,943	New	+$292K	0.19%	45

Other funds holding PG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Cypress Financial Planning's PG Position: Q2 2026 in Review

Cypress Financial Planning held its Procter & Gamble (PG) position steady in Q2 2026 at 1,759 shares worth $258K. The position accounts for 0.06% of the portfolio, ranked #96.

Cypress Financial Planning first reported a position in PG in Q2 2022 and has held it in 16 quarters since. The position peaked at $319K in Q1 2024. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Cypress Financial Planning held 1,759 shares of Procter & Gamble worth $258K as of Q2 2026.
Cypress Financial Planning left its Procter & Gamble share count unchanged in Q2 2026.
Procter & Gamble made up 0.06% of Cypress Financial Planning's portfolio in Q2 2026, its #96 holding.
Cypress Financial Planning first reported a position in Procter & Gamble in Q2 2022 and has held it in 16 quarters since.
Cypress Financial Planning's Procter & Gamble position peaked at $319K in Q1 2024.
761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.