PRP
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Peak Retirement Planning’s Procter & Gamble PG Stock Holding History

Peak Retirement 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 		$3.97M Buy
27,103
+7,510
+38% +$1.09M 0.63% 46
2026
Q1 		$2.83M Buy
19,593
+1,375
+8% +$208K 0.56% 50
2025
Q4 		$2.61M Buy
18,218
+6,070
+50% +$895K 0.61% 47
2025
Q3 		$1.87M Buy
12,148
+4,164
+52% +$650K 0.53% 49
2025
Q2 		$1.27M Buy
7,984
+1,522
+24% +$248K 0.51% 65
2025
Q1 		$1.1M Buy
+6,462
New +$1.08M 0.61% 36

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 Retirement Planning's PG Position: Q2 2026 in Review

Peak Retirement Planning increased its Procter & Gamble (PG) stake by 38% in Q2 2026, buying an estimated $1.09M and bringing the position to 27,103 shares worth $3.97M. The position accounts for 0.63% of the portfolio, ranked #46.

Peak Retirement Planning first reported a position in PG in Q1 2025 and has held it in 6 quarters since. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Peak Retirement Planning held 27,103 shares of Procter & Gamble worth $3.97M as of Q2 2026.
  • Peak Retirement Planning bought 7,510 Procter & Gamble shares in Q2 2026, an estimated $1.09M.
  • Procter & Gamble made up 0.63% of Peak Retirement Planning's portfolio in Q2 2026, its #46 holding.
  • Peak Retirement Planning first reported a position in Procter & Gamble in Q1 2025 and has held it in 6 quarters since.
  • 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.