EPG
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Estate Planners Group’s Procter & Gamble PG Stock Holding History

Estate Planners Group’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 		$283K Buy
+1,929
New +$281K 0.13% 55
2026
Q1 		– Sell
-1,200
Closed -$172K – 320
2025
Q4 		$172K Buy
+1,200
New +$177K 0.07% 79

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

Estate Planners Group's PG Position: Q2 2026 in Review

Estate Planners Group opened a new position in Procter & Gamble (PG) in Q2 2026: 1,929 shares worth $283K. The stake represents 0.13% of the portfolio and ranks #55 among its holdings. This is a return to the name: Estate Planners Group previously reported a position in PG as recently as Q4 2025.

Estate Planners Group first reported a position in PG in Q4 2025 and has held it in 2 quarters since. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Estate Planners Group held 1,929 shares of Procter & Gamble worth $283K as of Q2 2026.
  • Procter & Gamble was a new Estate Planners Group position in Q2 2026.
  • Procter & Gamble made up 0.13% of Estate Planners Group's portfolio in Q2 2026, its #55 holding.
  • Estate Planners Group first reported a position in Procter & Gamble in Q4 2025 and has held it in 2 quarters since.
  • 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.