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Planned Solutions’s Procter & Gamble PG Stock Holding History

Planned Solutions’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
Q3 		$645K Sell
4,441
-25
-0.6% -$3.66K 0.18% 58
2026
Q2 		$655K Buy
4,466
+94
+2% +$13.7K 0.19% 59
2026
Q1 		$631K Sell
4,372
-197
-4% -$29.9K 0.21% 57
2025
Q4 		$655K Buy
4,569
+332
+8% +$49K 0.21% 57
2025
Q3 		$651K Buy
4,237
+95
+2% +$14.8K 0.22% 53
2025
Q2 		$660K Buy
4,142
+84
+2% +$13.7K 0.25% 50
2025
Q1 		$692K Buy
4,058
+218
+6% +$36.5K 0.28% 42
2024
Q4 		$644K Buy
3,840
+2
+0.1% +$341 0.26% 43
2024
Q3 		$665K Buy
3,838
+2
+0.1% +$340 0.27% 40
2024
Q2 		$633K Buy
3,836
+2
+0.1% +$327 0.31% 39
2024
Q1 		$622K Sell
3,834
-82
-2% -$12.9K 0.31% 39
2023
Q4 		$574K Buy
3,916
+2
+0.1% +$296 0.27% 42
2023
Q3 		$571K Buy
3,914
+2
+0.1% +$305 0.34% 35
2023
Q2 		$594K Buy
3,912
+2
+0.1% +$301 0.35% 35
2023
Q1 		$581K Buy
3,910
+181
+5% +$25.9K 0.37% 34
2022
Q4 		$565K Buy
3,729
+162
+5% +$22.7K 0.41% 33
2022
Q3 		$450K Sell
3,567
-68
-2% -$9.7K 0.38% 35
2022
Q2 		$523K Buy
3,635
+2
+0.1% +$301 0.49% 29
2022
Q1 		$555K Buy
3,633
+84
+2% +$13.1K 0.39% 33
2021
Q4 		$581K Buy
+3,549
New +$527K 0.39% 37
2021
Q2 		$559K Buy
4,143
+596
+17% +$80.6K 0.39% 34
2021
Q1 		$480K Hold
3,547
– – 0.37% 32
2020
Q4 		$494K Buy
3,547
+104
+3% +$14.5K 0.4% 25
2020
Q3 		$479K Buy
+3,443
New +$457K 0.47% 22

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Planned Solutions's PG Position: Q3 2026 in Review

Planned Solutions reduced its Procter & Gamble (PG) stake by 0.56% in Q3 2026, selling an estimated $3.66K and leaving 4,441 shares worth $645K. The position accounts for 0.18% of the portfolio, ranked #58.

Planned Solutions first reported a position in PG in Q3 2020 and has held it in 24 quarters since. The position peaked at $692K in Q1 2025. 838 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Planned Solutions held 4,441 shares of Procter & Gamble worth $645K as of Q3 2026.
  • Planned Solutions sold 25 Procter & Gamble shares in Q3 2026, an estimated $3.66K.
  • Procter & Gamble made up 0.18% of Planned Solutions's portfolio in Q3 2026, its #58 holding.
  • Planned Solutions first reported a position in Procter & Gamble in Q3 2020 and has held it in 24 quarters since.
  • Planned Solutions's Procter & Gamble position peaked at $692K in Q1 2025.
  • 838 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.