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

Meramec Financial 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 		$822K Buy
5,531
+978
+21% +$142K 0.3% 50
2026
Q1 		$658K Sell
4,553
-691
-13% -$105K 0.26% 54
2025
Q4 		$835K Buy
+5,244
New +$773K 0.33% 50

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

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

Meramec Financial Planners increased its Procter & Gamble (PG) stake by 21% in Q2 2026, buying an estimated $142K and bringing the position to 5,531 shares worth $822K. The position accounts for 0.3% of the portfolio, ranked #50.

Meramec Financial Planners first reported a position in PG in Q4 2025 and has held it in 3 quarters since. The position peaked at $835K in Q4 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Meramec Financial Planners held 5,531 shares of Procter & Gamble worth $822K as of Q2 2026.
  • Meramec Financial Planners bought 978 Procter & Gamble shares in Q2 2026, an estimated $142K.
  • Procter & Gamble made up 0.3% of Meramec Financial Planners's portfolio in Q2 2026, its #50 holding.
  • Meramec Financial Planners first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • Meramec Financial Planners's Procter & Gamble position peaked at $835K in Q4 2025.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.