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Planning Center Inc’s Procter & Gamble PG Stock Holding History

Planning Center Inc’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 		$889K Hold
6,063
– – 0.08% 38
2026
Q1 		$876K Buy
6,063
+117
+2% +$17.7K 0.09% 37
2025
Q4 		$852K Sell
5,946
-293
-5% -$43.2K 0.09% 36
2025
Q3 		$959K Sell
6,239
-1
-0% -$156 0.1% 34
2025
Q2 		$994K Sell
6,240
-3
-0% -$490 0.11% 32
2025
Q1 		$1.06M Buy
6,243
+1
+0% +$167 0.13% 30
2024
Q4 		$1.05M Sell
6,242
-130
-2% -$22.1K 0.13% 30
2024
Q3 		$1.1M Sell
6,372
-96
-1% -$16.3K 0.14% 30
2024
Q2 		$1.07M Sell
6,468
-4
-0.1% -$654 0.14% 30
2024
Q1 		$1.05M Sell
6,472
-1,108
-15% -$174K 0.23% 27
2023
Q4 		$1.11M Sell
7,580
-8
-0.1% -$1.19K 0.26% 26
2023
Q3 		$1.11M Sell
7,588
-160
-2% -$24.4K 0.29% 25
2023
Q2 		$1.18M Buy
7,748
+277
+4% +$41.8K 0.3% 24
2023
Q1 		$1.13M Buy
7,471
+4,219
+130% +$603K 0.31% 20
2022
Q4 		$493K Sell
3,252
-105
-3% -$14.7K 0.15% 33
2022
Q3 		$417K Sell
3,357
-16
-0.5% -$2.27K 0.33% 21
2022
Q2 		$493K Buy
3,373
+388
+13% +$58.3K 0.39% 21
2022
Q1 		$456K Hold
2,985
– – 1.31% 15
2021
Q4 		$485K Buy
+2,985
New +$443K 0.39% 19

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Planning Center Inc's PG Position: Q2 2026 in Review

Planning Center Inc held its Procter & Gamble (PG) position steady in Q2 2026 at 6,063 shares worth $889K. The position accounts for 0.08% of the portfolio, ranked #38.

Planning Center Inc first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.18M in Q2 2023. 1,982 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Planning Center Inc held 6,063 shares of Procter & Gamble worth $889K as of Q2 2026.
  • Planning Center Inc left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up 0.08% of Planning Center Inc's portfolio in Q2 2026, its #38 holding.
  • Planning Center Inc first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Planning Center Inc's Procter & Gamble position peaked at $1.18M in Q2 2023.
  • 1,982 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.