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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Partners in Financial Planning's PG Position: Q1 2026 in Review

Partners in Financial Planning increased its Procter & Gamble (PG) stake by 1.5% in Q1 2026, buying an estimated $9.1K and bringing the position to 4,098 shares worth $592K. The position accounts for 0.1% of the portfolio, ranked #73.

Partners in Financial Planning first reported a position in PG in Q2 2021 and has held it in 20 quarters since. The position peaked at $684K in Q1 2025. 3,998 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Partners in Financial Planning held 4,098 shares of Procter & Gamble worth $592K as of Q1 2026.
  • Partners in Financial Planning bought 60 Procter & Gamble shares in Q1 2026, an estimated $9.1K.
  • Procter & Gamble made up 0.1% of Partners in Financial Planning's portfolio in Q1 2026, its #73 holding.
  • Partners in Financial Planning first reported a position in Procter & Gamble in Q2 2021 and has held it in 20 quarters since.
  • Partners in Financial Planning's Procter & Gamble position peaked at $684K in Q1 2025.
  • 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.