Essential Planning’s Procter & Gamble PG Stock Holding History

Essential 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
2025 Q1	–	Sell	-69,680	Closed	-$11.9M	–	241
2024 Q4	$11.9M	Buy	+69,680	New	+$11.9M	0.08%	74
2023 Q3	–	Sell	-1,385	Closed	-$210K	–	63
2023 Q2	$210K	Buy	+1,385	New	+$209K	0.12%	56

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Essential Planning's PG Position: Q1 2025 in Review

Essential Planning sold out of Procter & Gamble (PG) in Q1 2025, closing a stake of 69,680 shares — an estimated $11.9M sold.

Essential Planning first reported a position in PG in Q2 2023 and held it in 2 quarters. The position peaked at $11.9M in Q4 2024. 4,011 funds tracked by Wall St. Rank hold PG as of Q1 2025.

Essential Planning reported no remaining Procter & Gamble position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 69,680 Procter & Gamble shares in Q1 2025, an estimated $11.9M.
Essential Planning first reported a position in Procter & Gamble in Q2 2023 and held it in 2 quarters.
Essential Planning's Procter & Gamble position peaked at $11.9M in Q4 2024.
4,011 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.