Holistic Planning’s Procter & Gamble PG Stock Holding History

Holistic 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	$2.53M	Sell	17,486 -153	-0.9%	-$23.2K	0.5%	41
2025 Q4	$2.53M	Sell	17,639 -299	-2%	-$44.1K	0.54%	38
2025 Q3	$2.76M	Sell	17,938 -15	-0.1%	-$2.34K	0.72%	27
2025 Q2	$2.86M	Buy	17,953 +1,243	+7%	+$203K	0.82%	22
2025 Q1	$2.85M	Sell	16,710 -158	-0.9%	-$26.5K	0.96%	20
2024 Q4	$2.83M	Buy	16,868 +106	+0.6%	+$18.1K	1.02%	18
2024 Q3	$2.9M	Buy	16,762 +12,224	+269%	+$2.08M	1.23%	19
2024 Q2	$736K	Hold	4,538	–	–	0.57%	50
2024 Q1	$736K	Sell	4,538 -16	-0.4%	-$2.51K	0.56%	50
2023 Q4	$667K	Buy	+4,554	New	+$674K	0.56%	48

Other funds holding PG

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Holistic Planning's PG Position: Q1 2026 in Review

Holistic Planning reduced its Procter & Gamble (PG) stake by 0.87% in Q1 2026, selling an estimated $23.2K and leaving 17,486 shares worth $2.53M. The position accounts for 0.5% of the portfolio, ranked #41.

Holistic Planning first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.9M in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Holistic Planning held 17,486 shares of Procter & Gamble worth $2.53M as of Q1 2026.
Holistic Planning sold 153 Procter & Gamble shares in Q1 2026, an estimated $23.2K.
Procter & Gamble made up 0.5% of Holistic Planning's portfolio in Q1 2026, its #41 holding.
Holistic Planning first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
Holistic Planning's Procter & Gamble position peaked at $2.9M in Q3 2024.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.