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Peak Planning Group’s Procter & Gamble PG Stock Holding History

Peak Planning Group’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 		$635K Sell
4,327
-358
-8% -$52.1K 0.14% 68
2026
Q1 		$677K Sell
4,685
-35
-0.7% -$5.31K 0.19% 57
2025
Q4 		$676K Sell
4,720
-280
-6% -$41.3K 0.19% 65
2025
Q3 		$768K Sell
5,000
-24
-0.5% -$3.75K 0.4% 33
2025
Q2 		$800K Buy
5,024
+3,178
+172% +$519K 0.51% 30
2025
Q1 		$315K Buy
1,846
+288
+18% +$48.2K 0.13% 92
2024
Q4 		$261K Buy
1,558
+41
+3% +$6.98K 0.11% 100
2024
Q3 		$263K Buy
1,517
+51
+3% +$8.66K 0.12% 94
2024
Q2 		$242K Buy
+1,466
New +$240K 0.12% 93
2022
Q3 		– Sell
-1,509
Closed -$217K – 89
2022
Q2 		$217K Buy
+1,509
New +$227K 0.18% 73

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

Peak Planning Group's PG Position: Q2 2026 in Review

Peak Planning Group reduced its Procter & Gamble (PG) stake by 7.6% in Q2 2026, selling an estimated $52.1K and leaving 4,327 shares worth $635K. The position accounts for 0.14% of the portfolio, ranked #68.

Peak Planning Group first reported a position in PG in Q2 2022 and has held it in 10 quarters since. The position peaked at $800K in Q2 2025. 4,010 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Peak Planning Group held 4,327 shares of Procter & Gamble worth $635K as of Q2 2026.
  • Peak Planning Group sold 358 Procter & Gamble shares in Q2 2026, an estimated $52.1K.
  • Procter & Gamble made up 0.14% of Peak Planning Group's portfolio in Q2 2026, its #68 holding.
  • Peak Planning Group first reported a position in Procter & Gamble in Q2 2022 and has held it in 10 quarters since.
  • Peak Planning Group's Procter & Gamble position peaked at $800K in Q2 2025.
  • 4,010 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.