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Falcon Wealth Planning’s Procter & Gamble PG Stock Holding History

Falcon Wealth 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 		$478K Buy
3,260
+366
+13% +$53.3K 0.03% 148
2026
Q1 		$418K Sell
2,894
-512
-15% -$77.6K 0.03% 145
2025
Q4 		$488K Buy
3,406
+589
+21% +$86.8K 0.04% 121
2025
Q3 		$433K Buy
2,817
+176
+7% +$27.5K 0.04% 121
2025
Q2 		$421K Sell
2,641
-485
-16% -$79.2K 0.04% 114
2025
Q1 		$533K Buy
3,126
+360
+13% +$60.3K 0.06% 100
2024
Q4 		$464K Buy
2,766
+187
+7% +$31.8K 0.05% 103
2024
Q3 		$447K Buy
2,579
+156
+6% +$26.5K 0.05% 96
2024
Q2 		$400K Buy
2,423
+229
+10% +$37.4K 0.05% 89
2024
Q1 		$356K Sell
2,194
-43
-2% -$6.74K 0.06% 102
2023
Q4 		$328K Buy
2,237
+68
+3% +$10.1K 0.06% 97
2023
Q3 		$316K Sell
2,169
-3
-0.1% -$458 0.07% 80
2023
Q2 		$330K Buy
2,172
+101
+5% +$15.2K 0.07% 79
2023
Q1 		$308K Sell
2,071
-2
-0.1% -$286 0.08% 73
2022
Q4 		$314K Sell
2,073
-25
-1% -$3.5K 0.09% 70
2022
Q3 		$265K Buy
2,098
+25
+1% +$3.55K 0.09% 77
2022
Q2 		$298K Buy
2,073
+11
+0.5% +$1.65K 0.1% 67
2022
Q1 		$315K Buy
2,062
+430
+26% +$67.3K 0.1% 59
2021
Q4 		$267K Buy
+1,632
New +$242K 0.09% 63

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

Falcon Wealth Planning's PG Position: Q2 2026 in Review

Falcon Wealth Planning increased its Procter & Gamble (PG) stake by 13% in Q2 2026, buying an estimated $53.3K and bringing the position to 3,260 shares worth $478K. The position accounts for 0.03% of the portfolio, ranked #148.

Falcon Wealth Planning first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $533K in Q1 2025. 4,015 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Falcon Wealth Planning held 3,260 shares of Procter & Gamble worth $478K as of Q2 2026.
  • Falcon Wealth Planning bought 366 Procter & Gamble shares in Q2 2026, an estimated $53.3K.
  • Procter & Gamble made up 0.03% of Falcon Wealth Planning's portfolio in Q2 2026, its #148 holding.
  • Falcon Wealth Planning first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Falcon Wealth Planning's Procter & Gamble position peaked at $533K in Q1 2025.
  • 4,015 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.