HAP
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Harbor Asset Planning’s Procter & Gamble PG Stock Holding History

Harbor Asset 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
Q1 		$124K Buy
857
+1
+0.1% +$152 0.1% 118
2025
Q4 		$123K Buy
856
+2
+0.2% +$295 0.1% 117
2025
Q3 		$131K Buy
854
+2
+0.2% +$312 0.12% 115
2025
Q2 		$136K Buy
+852
New +$139K 0.13% 110

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harbor Asset Planning's PG Position: Q1 2026 in Review

Harbor Asset Planning increased its Procter & Gamble (PG) stake by 0.12% in Q1 2026, buying an estimated $152 and bringing the position to 857 shares worth $124K. The position accounts for 0.1% of the portfolio, ranked #118.

Harbor Asset Planning first reported a position in PG in Q2 2025 and has held it in 4 quarters since. The position peaked at $136K in Q2 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Harbor Asset Planning held 857 shares of Procter & Gamble worth $124K as of Q1 2026.
  • Harbor Asset Planning bought 1 Procter & Gamble share in Q1 2026, an estimated $152.
  • Procter & Gamble made up 0.1% of Harbor Asset Planning's portfolio in Q1 2026, its #118 holding.
  • Harbor Asset Planning first reported a position in Procter & Gamble in Q2 2025 and has held it in 4 quarters since.
  • Harbor Asset Planning's Procter & Gamble position peaked at $136K in Q2 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.