LifePlan Investment Advisors’s Procter & Gamble PG Stock Holding History

LifePlan Investment Advisors’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	$210K	Sell	1,430 -297	-17%	-$43.2K	0.07%	128
2026 Q1	$249K	Buy	1,727 +48	+3%	+$7.28K	0.1%	112
2025 Q4	$241K	Buy	1,679 +319	+23%	+$47K	0.1%	107
2025 Q3	$209K	Sell	1,360 -198	-13%	-$30.9K	0.09%	108
2025 Q2	$248K	Sell	1,558 -18	-1%	-$2.94K	0.12%	98
2025 Q1	$269K	Hold	1,576	–	–	0.15%	83
2024 Q4	$264K	Buy	1,576 +204	+15%	+$34.7K	0.16%	80
2024 Q3	$238K	Buy	1,372 +13	+1%	+$2.21K	0.15%	81
2024 Q2	$224K	Sell	1,359 -16	-1%	-$2.62K	0.16%	80
2024 Q1	$223K	Buy	+1,375	New	+$216K	0.18%	75
2023 Q4	–	Sell	-1,419	Closed	-$207K	–	69
2023 Q3	$207K	Buy	+1,419	New	+$217K	0.22%	62

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

LifePlan Investment Advisors's PG Position: Q2 2026 in Review

LifePlan Investment Advisors reduced its Procter & Gamble (PG) stake by 17% in Q2 2026, selling an estimated $43.2K and leaving 1,430 shares worth $210K. The position accounts for 0.07% of the portfolio, ranked #128.

LifePlan Investment Advisors first reported a position in PG in Q3 2023 and has held it in 11 quarters since. The position peaked at $269K in Q1 2025. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

LifePlan Investment Advisors held 1,430 shares of Procter & Gamble worth $210K as of Q2 2026.
LifePlan Investment Advisors sold 297 Procter & Gamble shares in Q2 2026, an estimated $43.2K.
Procter & Gamble made up 0.07% of LifePlan Investment Advisors's portfolio in Q2 2026, its #128 holding.
LifePlan Investment Advisors first reported a position in Procter & Gamble in Q3 2023 and has held it in 11 quarters since.
LifePlan Investment Advisors's Procter & Gamble position peaked at $269K in Q1 2025.
4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.