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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
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% -$9.66K 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 $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Planned Solutions's PG Position: Q2 2026 in Review

Planned Solutions increased its Procter & Gamble (PG) stake by 2.2% in Q2 2026, buying an estimated $13.7K and bringing the position to 4,466 shares worth $655K. The position accounts for 0.19% of the portfolio, ranked #59.

Planned Solutions first reported a position in PG in Q3 2020 and has held it in 23 quarters since. The position peaked at $692K in Q1 2025. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Planned Solutions held 4,466 shares of Procter & Gamble worth $655K as of Q2 2026.
  • Planned Solutions bought 94 Procter & Gamble shares in Q2 2026, an estimated $13.7K.
  • Procter & Gamble made up 0.19% of Planned Solutions's portfolio in Q2 2026, its #59 holding.
  • Planned Solutions first reported a position in Procter & Gamble in Q3 2020 and has held it in 23 quarters since.
  • Planned Solutions's Procter & Gamble position peaked at $692K in Q1 2025.
  • 761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.