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Retirement Guys Formula’s Procter & Gamble PG Stock Holding History

Retirement Guys Formula’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 		$1.85M Buy
12,624
+836
+7% +$122K 0.7% 53
2026
Q1 		$1.7M Buy
11,788
+1,792
+18% +$272K 0.78% 54
2025
Q4 		$1.43M Buy
9,996
+6,725
+206% +$992K 0.65% 62
2025
Q3 		$503K Sell
3,271
-103
-3% -$16.1K 0.18% 117
2025
Q2 		$538K Sell
3,374
-84
-2% -$13.7K 0.2% 103
2025
Q1 		$589K Sell
3,458
-3,723
-52% -$624K 0.29% 95
2024
Q4 		$1.2M Buy
7,181
+1,021
+17% +$174K 0.61% 53
2024
Q3 		$1.07M Buy
6,160
+410
+7% +$69.6K 0.5% 62
2024
Q2 		$948K Sell
5,750
-167
-3% -$27.3K 0.45% 65
2024
Q1 		$960K Buy
5,917
+896
+18% +$141K 0.47% 65
2023
Q4 		$736K Sell
5,021
-104
-2% -$15.4K 0.39% 68
2023
Q3 		$748K Sell
5,125
-51
-1% -$7.79K 0.52% 58
2023
Q2 		$785K Buy
5,176
+32
+0.6% +$4.82K 0.46% 46
2023
Q1 		$765K Buy
5,144
+30
+0.6% +$4.29K 0.55% 41
2022
Q4 		$775K Buy
5,114
+581
+13% +$81.4K 0.64% 33
2022
Q3 		$573K Buy
4,533
+573
+14% +$81.4K 0.6% 30
2022
Q2 		$569K Buy
3,960
+665
+20% +$99.9K 0.58% 30
2022
Q1 		$503K Sell
3,295
-347
-10% -$54.3K 0.34% 54
2021
Q4 		$596K Buy
+3,642
New +$541K 0.47% 43

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Retirement Guys Formula's PG Position: Q2 2026 in Review

Retirement Guys Formula increased its Procter & Gamble (PG) stake by 7.1% in Q2 2026, buying an estimated $122K and bringing the position to 12,624 shares worth $1.85M. The position accounts for 0.7% of the portfolio, ranked #53.

Retirement Guys Formula first reported a position in PG in Q4 2021 and has held it in 19 quarters since. 4,024 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Retirement Guys Formula held 12,624 shares of Procter & Gamble worth $1.85M as of Q2 2026.
  • Retirement Guys Formula bought 836 Procter & Gamble shares in Q2 2026, an estimated $122K.
  • Procter & Gamble made up 0.7% of Retirement Guys Formula's portfolio in Q2 2026, its #53 holding.
  • Retirement Guys Formula first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • 4,024 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.