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Deane Retirement Strategies’s Procter & Gamble PG Stock Holding History

Deane Retirement Strategies’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 		$5.17M Buy
+35,240
New +$5.13M 2.19% 18
2016
Q3 		– Sell
-18
Closed -$2K – 52
2016
Q2 		$2K Hold
18
– – ﹤0.01% 44
2016
Q1 		$1K Sell
18
-18,887
-100% -$1.52M ﹤0.01% 51
2015
Q4 		$1.5M Buy
18,905
+540
+3% +$41.3K 1.52% 16
2015
Q3 		$1.32M Buy
18,365
+18,354
+166,855% +$1.38M 1.29% 17
2015
Q2 		$0 Sell
11
-47
-81% -$3.78K ﹤0.01% 54
2015
Q1 		$5K Sell
58
-14,382
-100% -$1.24M ﹤0.01% 51
2014
Q4 		$1.31M Buy
+14,440
New +$1.27M 1.26% 20

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

Deane Retirement Strategies's PG Position: Q2 2026 in Review

Deane Retirement Strategies opened a new position in Procter & Gamble (PG) in Q2 2026: 35,240 shares worth $5.17M. The stake represents 2.19% of the portfolio and ranks #18 among its holdings. This is a return to the name: Deane Retirement Strategies previously reported a position in PG as recently as Q2 2016.

Deane Retirement Strategies first reported a position in PG in Q4 2014 and has held it in 8 quarters since. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Deane Retirement Strategies held 35,240 shares of Procter & Gamble worth $5.17M as of Q2 2026.
  • Procter & Gamble was a new Deane Retirement Strategies position in Q2 2026.
  • Procter & Gamble made up 2.19% of Deane Retirement Strategies's portfolio in Q2 2026, its #18 holding.
  • Deane Retirement Strategies first reported a position in Procter & Gamble in Q4 2014 and has held it in 8 quarters since.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Deane Retirement Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.