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

Elser 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	$657K	Sell	4,481 -321	-7%	-$46.7K	0.03%	64
2026 Q1	$688K	Buy	4,802 +15	+0.3%	+$2.27K	0.03%	60
2025 Q4	$686K	Buy	4,787 +291	+6%	+$42.9K	0.5%	29
2025 Q3	$684K	Sell	4,496 -1	-0%	-$156	0.82%	24
2025 Q2	$716K	Sell	4,497 -5	-0.1%	-$816	0.89%	23
2025 Q1	$767K	Buy	4,502 +2,022	+82%	+$339K	1.06%	22
2024 Q4	$416K	Hold	2,480	–	–	0.02%	70
2024 Q3	$430K	Buy	2,480 +22	+0.9%	+$3.73K	0.62%	33
2024 Q2	$405K	Buy	+2,458	New	+$402K	0.07%	65

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Elser Financial Planning reduced its Procter & Gamble (PG) stake by 6.7% in Q2 2026, selling an estimated $46.7K and leaving 4,481 shares worth $657K. The position accounts for 0.03% of the portfolio, ranked #64.

Elser Financial Planning first reported a position in PG in Q2 2024 and has held it in 9 quarters since. The position peaked at $767K in Q1 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Elser Financial Planning held 4,481 shares of Procter & Gamble worth $657K as of Q2 2026.
Elser Financial Planning sold 321 Procter & Gamble shares in Q2 2026, an estimated $46.7K.
Procter & Gamble made up 0.03% of Elser Financial Planning's portfolio in Q2 2026, its #64 holding.
Elser Financial Planning first reported a position in Procter & Gamble in Q2 2024 and has held it in 9 quarters since.
Elser Financial Planning's Procter & Gamble position peaked at $767K in Q1 2025.
4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.