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Phillips Wealth Planners’s Procter & Gamble PG Stock Holding History

Phillips Wealth Planners’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 		$1.05M Buy
6,892
+625
+10% +$91K 0.78% 34
2026
Q1 		$898K Buy
6,267
+1,403
+29% +$213K 0.68% 41
2025
Q4 		$710K Sell
4,864
-1,856
-28% -$274K 0.57% 52
2025
Q3 		$1.01M Sell
6,720
-27
-0.4% -$4.22K 0.84% 31
2025
Q2 		$1.07M Buy
6,747
+191
+3% +$31.2K 0.97% 25
2025
Q1 		$1.09M Buy
6,556
+339
+5% +$56.8K 1.16% 19
2024
Q4 		$986K Buy
6,217
+368
+6% +$62.7K 0.98% 25
2024
Q3 		$1.01M Buy
5,849
+176
+3% +$29.9K 0.97% 22
2024
Q2 		$946K Buy
5,673
+730
+15% +$119K 1% 23
2024
Q1 		$771K Sell
4,943
-483
-9% -$75.8K 0.89% 26
2023
Q4 		$804K Sell
5,426
-32
-0.6% -$4.74K 0.97% 27
2023
Q3 		$809K Buy
5,458
+108
+2% +$16.5K 1.1% 22
2023
Q2 		$812K Sell
5,350
-303
-5% -$45.7K 1.06% 22
2023
Q1 		$885K Buy
5,653
+2
+0% +$286 1.17% 22
2022
Q4 		$792K Buy
+5,651
New +$792K 1.38% 20

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

Phillips Wealth Planners's PG Position: Q2 2026 in Review

Phillips Wealth Planners increased its Procter & Gamble (PG) stake by 10% in Q2 2026, buying an estimated $91K and bringing the position to 6,892 shares worth $1.05M. The position accounts for 0.78% of the portfolio, ranked #34.

Phillips Wealth Planners first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.09M in Q1 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Phillips Wealth Planners held 6,892 shares of Procter & Gamble worth $1.05M as of Q2 2026.
  • Phillips Wealth Planners bought 625 Procter & Gamble shares in Q2 2026, an estimated $91K.
  • Procter & Gamble made up 0.78% of Phillips Wealth Planners's portfolio in Q2 2026, its #34 holding.
  • Phillips Wealth Planners first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • Phillips Wealth Planners's Procter & Gamble position peaked at $1.09M in Q1 2025.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.