Next Level Wealth Planning’s Procter & Gamble PG Stock Holding History

Next Level Wealth 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 Q3	$55.7K	Buy	+383	New	+$56.1K	0.02%	163

Other funds holding PG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Next Level Wealth Planning's PG Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Procter & Gamble (PG) in Q3 2026: 383 shares worth $55.7K. The stake represents 0.02% of the portfolio and ranks #163 among its holdings.

2,487 funds tracked by Wall St. Rank hold PG as of Q3 2026.

Next Level Wealth Planning held 383 shares of Procter & Gamble worth $55.7K as of Q3 2026.
Procter & Gamble was a new Next Level Wealth Planning position in Q3 2026.
Procter & Gamble made up 0.02% of Next Level Wealth Planning's portfolio in Q3 2026, its #163 holding.
2,487 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.