Financial Life Planners’s Procter & Gamble PG Stock Holding History

Financial Life Planners’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	$6.2K	Hold	42	–	–	﹤0.01%	257
2026 Q1	$6.06K	Buy	+42	New	+$6.37K	﹤0.01%	258
2025 Q4	–	Sell	-395	Closed	-$60.6K	–	253
2025 Q3	$60.6K	Buy	+395	New	+$61.7K	0.04%	111
2025 Q2	–	Sell	-611	Closed	-$104K	–	76
2025 Q1	$104K	Buy	611 +170	+39%	+$28.5K	0.1%	80
2024 Q4	$74K	Buy	+441	New	+$75.1K	0.06%	96

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

Financial Life Planners's PG Position: Q2 2026 in Review

Financial Life Planners held its Procter & Gamble (PG) position steady in Q2 2026 at 42 shares worth $6.2K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Financial Life Planners first reported a position in PG in Q4 2024 and has held it in 5 quarters since. The position peaked at $104K in Q1 2025. 4,029 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Financial Life Planners held 42 shares of Procter & Gamble worth $6.2K as of Q2 2026.
Financial Life Planners left its Procter & Gamble share count unchanged in Q2 2026.
Procter & Gamble made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #257 holding.
Financial Life Planners first reported a position in Procter & Gamble in Q4 2024 and has held it in 5 quarters since.
Financial Life Planners's Procter & Gamble position peaked at $104K in Q1 2025.
4,029 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.