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Retirement Planning Group (New York)’s Procter & Gamble PG Stock Holding History

Retirement Planning Group (New York)’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 		$219K Sell
1,495
-9
-0.6% -$1.31K 0.12% 103
2026
Q1 		$217K Buy
1,504
+54
+4% +$8.19K 0.14% 88
2025
Q4 		$208K Buy
1,450
+1
+0.1% +$147 0.14% 85
2025
Q3 		$223K Sell
1,449
-1,326
-48% -$207K 0.17% 80
2025
Q2 		$442K Buy
2,775
+76
+3% +$12.4K 0.39% 48
2025
Q1 		$460K Buy
2,699
+13
+0.5% +$2.18K 0.47% 44
2024
Q4 		$450K Buy
+2,686
New +$457K 0.5% 42

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 Planning Group (New York)'s PG Position: Q2 2026 in Review

Retirement Planning Group (New York) reduced its Procter & Gamble (PG) stake by 0.6% in Q2 2026, selling an estimated $1.31K and leaving 1,495 shares worth $219K. The position accounts for 0.12% of the portfolio, ranked #103.

Retirement Planning Group (New York) first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $460K in Q1 2025. 4,026 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Retirement Planning Group (New York) held 1,495 shares of Procter & Gamble worth $219K as of Q2 2026.
  • Retirement Planning Group (New York) sold 9 Procter & Gamble shares in Q2 2026, an estimated $1.31K.
  • Procter & Gamble made up 0.12% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #103 holding.
  • Retirement Planning Group (New York) first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Retirement Planning Group (New York)'s Procter & Gamble position peaked at $460K in Q1 2025.
  • 4,026 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.