PlanVest Financial’s Procter & Gamble PG Stock Holding History

PlanVest Financial’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	$199K	Buy	1,355 +2	+0.1%	+$291	0.13%	99
2026 Q1	$196K	Buy	+1,353	New	+$205K	0.15%	93

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PlanVest Financial's PG Position: Q2 2026 in Review

PlanVest Financial increased its Procter & Gamble (PG) stake by 0.15% in Q2 2026, buying an estimated $291 and bringing the position to 1,355 shares worth $199K. The position accounts for 0.13% of the portfolio, ranked #99.

PlanVest Financial first reported a position in PG in Q1 2026 and has held it in 2 quarters since. 3,865 funds tracked by Wall St. Rank hold PG as of Q2 2026.

PlanVest Financial held 1,355 shares of Procter & Gamble worth $199K as of Q2 2026.
PlanVest Financial bought 2 Procter & Gamble shares in Q2 2026, an estimated $291.
Procter & Gamble made up 0.13% of PlanVest Financial's portfolio in Q2 2026, its #99 holding.
PlanVest Financial first reported a position in Procter & Gamble in Q1 2026 and has held it in 2 quarters since.
3,865 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.