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Planning Directions’s Procter & Gamble PG Stock Holding History

Planning Directions’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
Q1 		$225K Sell
1,558
-50
-3% -$7.58K 0.11% 93
2025
Q4 		$230K Buy
1,608
+8
+0.5% +$1.18K 0.12% 90
2025
Q3 		$246K Buy
1,600
+7
+0.4% +$1.09K 0.13% 79
2025
Q2 		$254K Sell
1,593
-26,249
-94% -$4.28M 0.14% 72
2025
Q1 		$4.74M Buy
27,842
+25,953
+1,374% +$4.35M 2.03% 14
2024
Q4 		$317K Sell
1,889
-49
-3% -$8.35K 0.18% 61
2024
Q3 		$336K Sell
1,938
-465
-19% -$78.9K 0.2% 59
2024
Q2 		$396K Sell
2,403
-60
-2% -$9.81K 0.27% 49
2024
Q1 		$400K Buy
2,463
+6
+0.2% +$941 0.28% 47
2023
Q4 		$360K Buy
2,457
+306
+14% +$45.3K 0.26% 48
2023
Q3 		$314K Buy
2,151
+4
+0.2% +$611 0.24% 47
2023
Q2 		$326K Buy
2,147
+5
+0.2% +$754 0.24% 49
2023
Q1 		$318K Sell
2,142
-41
-2% -$5.86K 0.24% 46
2022
Q4 		$331K Buy
2,183
+6
+0.3% +$841 0.25% 48
2022
Q3 		$275K Buy
2,177
+6
+0.3% +$852 0.22% 50
2022
Q2 		$312K Buy
2,171
+6
+0.3% +$902 0.24% 46
2022
Q1 		$331K Sell
2,165
-258
-11% -$40.4K 0.23% 53
2021
Q4 		$396K Buy
2,423
+7
+0.3% +$1.04K 0.26% 47
2021
Q3 		$338K Buy
2,416
+7
+0.3% +$992 0.25% 49
2021
Q2 		$325K Buy
2,409
+257
+12% +$34.8K 0.24% 50
2021
Q1 		$291K Buy
2,152
+106
+5% +$13.8K 0.23% 51
2020
Q4 		$285K Buy
2,046
+5
+0.2% +$699 0.23% 49
2020
Q3 		$284K Sell
2,041
-45
-2% -$5.97K 0.25% 47
2020
Q2 		$249K Buy
+2,086
New +$243K 0.23% 50
2020
Q1 		– Sell
-1,825
Closed -$228K – 83
2019
Q4 		$228K Buy
1,825
+5
+0.3% +$612 0.21% 51
2019
Q3 		$226K Sell
1,820
-60
-3% -$7.09K 0.22% 49
2019
Q2 		$206K Buy
+1,880
New +$200K 0.21% 56

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Planning Directions's PG Position: Q1 2026 in Review

Planning Directions reduced its Procter & Gamble (PG) stake by 3.1% in Q1 2026, selling an estimated $7.58K and leaving 1,558 shares worth $225K. The position accounts for 0.11% of the portfolio, ranked #93.

Planning Directions first reported a position in PG in Q2 2019 and has held it in 27 quarters since. The position peaked at $4.74M in Q1 2025. 3,985 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Planning Directions held 1,558 shares of Procter & Gamble worth $225K as of Q1 2026.
  • Planning Directions sold 50 Procter & Gamble shares in Q1 2026, an estimated $7.58K.
  • Procter & Gamble made up 0.11% of Planning Directions's portfolio in Q1 2026, its #93 holding.
  • Planning Directions first reported a position in Procter & Gamble in Q2 2019 and has held it in 27 quarters since.
  • Planning Directions's Procter & Gamble position peaked at $4.74M in Q1 2025.
  • 3,985 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.