Retirement Income Solutions’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$653K Sell
4,519
-410
-8% -$59.7K 0.11% 68
2026
Q1
$712K Buy
4,929
+83
+2% +$12.6K 0.12% 66
2025
Q4
$694K Sell
4,846
-72
-1% -$10.6K 0.12% 67
2025
Q3
$756K Sell
4,918
-950
-16% -$148K 0.13% 60
2025
Q2
$935K Buy
5,868
+232
+4% +$37.9K 0.17% 52
2025
Q1
$960K Hold
5,636
0.2% 47
2024
Q4
$945K Hold
5,636
0.19% 46
2024
Q3
$976K Hold
5,636
0.22% 48
2024
Q2
$929K Buy
5,636
+40
+0.7% +$6.54K 0.22% 48
2024
Q1
$908K Buy
5,596
+80
+1% +$12.5K 0.21% 55
2023
Q4
$808K Buy
5,516
+61
+1% +$9.04K 0.2% 55
2023
Q3
$796K Sell
5,455
-1,280
-19% -$196K 0.22% 50
2023
Q2
$1.02M Hold
6,735
0.27% 45
2023
Q1
$1M Hold
6,735
0.29% 44
2022
Q4
$1.02M Buy
6,735
+2,160
+47% +$303K 0.32% 45
2022
Q3
$589K Buy
4,575
+125
+3% +$17.8K 0.21% 51
2022
Q2
$640K Sell
4,450
-12
-0.3% -$1.8K 0.23% 49
2022
Q1
$682K Sell
4,462
-88
-2% -$13.8K 0.19% 47
2021
Q4
$744K Buy
4,550
+40
+0.9% +$5.94K 0.2% 44
2021
Q3
$630K Buy
4,510
+60
+1% +$8.51K 0.21% 52
2021
Q2
$600K Sell
4,450
-13
-0.3% -$1.76K 0.21% 52
2021
Q1
$604K Hold
4,463
0.21% 52
2020
Q4
$621K Buy
4,463
+613
+16% +$85.7K 0.23% 51
2020
Q3
$535K Sell
3,850
-50
-1% -$6.64K 0.24% 53
2020
Q2
$466K Hold
3,900
0.2% 56
2020
Q1
$429K Sell
3,900
-180
-4% -$21.6K 0.24% 46
2019
Q4
$510K Hold
4,080
0.21% 47
2019
Q3
$507K Hold
4,080
0.27% 41
2019
Q2
$447K Buy
4,080
+50
+1% +$5.33K 0.24% 42
2019
Q1
$419K Buy
4,030
+500
+14% +$48.7K 0.24% 46
2018
Q4
$324K Sell
3,530
-814
-19% -$72.8K 0.21% 47
2018
Q3
$362K Buy
4,344
+970
+29% +$79.3K 0.2% 48
2018
Q2
$263K Buy
3,374
+509
+18% +$38.3K 0.16% 57
2018
Q1
$227K Sell
2,865
-2,542
-47% -$212K 0.14% 56
2017
Q4
$497K Buy
+5,407
New +$486K 0.29% 36

Other funds holding PG

Retirement Income Solutions's PG Position: Q2 2026 in Review

Retirement Income Solutions reduced its Procter & Gamble (PG) stake by 8.3% in Q2 2026, selling an estimated $59.7K and leaving 4,519 shares worth $653K. The position accounts for 0.11% of the portfolio, ranked #68.

Retirement Income Solutions first reported a position in PG in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.02M in Q2 2023. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Retirement Income Solutions held 4,519 shares of Procter & Gamble worth $653K as of Q2 2026.
  • Retirement Income Solutions sold 410 Procter & Gamble shares in Q2 2026, an estimated $59.7K.
  • Procter & Gamble made up 0.11% of Retirement Income Solutions's portfolio in Q2 2026, its #68 holding.
  • Retirement Income Solutions first reported a position in Procter & Gamble in Q4 2017 and has held it in 35 quarters since.
  • Retirement Income Solutions's Procter & Gamble position peaked at $1.02M in Q2 2023.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.