PIFP
PG icon

Partners in Financial Planning’s Procter & Gamble PG Stock Holding History

Partners in Financial 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
Q2 		$602K Buy
4,106
+8
+0.2% +$1.16K 0.09% 75
2026
Q1 		$592K Buy
4,098
+60
+1% +$9.1K 0.1% 73
2025
Q4 		$579K Buy
4,038
+8
+0.2% +$1.18K 0.1% 67
2025
Q3 		$619K Buy
4,030
+7
+0.2% +$1.09K 0.11% 64
2025
Q2 		$641K Buy
4,023
+6
+0.1% +$979 0.12% 58
2025
Q1 		$684K Buy
4,017
+530
+15% +$88.8K 0.14% 56
2024
Q4 		$585K Sell
3,487
-191
-5% -$32.5K 0.12% 59
2024
Q3 		$637K Buy
3,678
+108
+3% +$18.3K 0.13% 57
2024
Q2 		$589K Buy
3,570
+603
+20% +$98.6K 0.13% 58
2024
Q1 		$481K Buy
2,967
+325
+12% +$51K 0.11% 64
2023
Q4 		$387K Hold
2,642
– – 0.09% 68
2023
Q3 		$385K Buy
2,642
+200
+8% +$30.5K 0.1% 68
2023
Q2 		$371K Buy
2,442
+2
+0.1% +$301 0.09% 68
2023
Q1 		$363K Buy
2,440
+3
+0.1% +$429 0.1% 68
2022
Q4 		$369K Hold
2,437
– – 0.1% 65
2022
Q3 		$347K Sell
2,437
-11
-0.4% -$1.56K 0.1% 65
2022
Q2 		$343K Buy
2,448
+5
+0.2% +$751 0.11% 69
2022
Q1 		$394K Buy
2,443
+2
+0.1% +$313 0.12% 59
2021
Q4 		$381K Buy
2,441
+3
+0.1% +$445 0.12% 62
2021
Q3 		$341K Buy
2,438
+15
+0.6% +$2.13K 0.11% 65
2021
Q2 		$327K Buy
+2,423
New +$328K 0.1% 65

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 $3.38T AUM 44.17% 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

Partners in Financial Planning's PG Position: Q2 2026 in Review

Partners in Financial Planning increased its Procter & Gamble (PG) stake by 0.2% in Q2 2026, buying an estimated $1.16K and bringing the position to 4,106 shares worth $602K. The position accounts for 0.09% of the portfolio, ranked #75.

Partners in Financial Planning first reported a position in PG in Q2 2021 and has held it in 21 quarters since. The position peaked at $684K in Q1 2025. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Partners in Financial Planning held 4,106 shares of Procter & Gamble worth $602K as of Q2 2026.
  • Partners in Financial Planning bought 8 Procter & Gamble shares in Q2 2026, an estimated $1.16K.
  • Procter & Gamble made up 0.09% of Partners in Financial Planning's portfolio in Q2 2026, its #75 holding.
  • Partners in Financial Planning first reported a position in Procter & Gamble in Q2 2021 and has held it in 21 quarters since.
  • Partners in Financial Planning's Procter & Gamble position peaked at $684K in Q1 2025.
  • 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.