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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Retirement Planning Group (New York)'s PG Position: Q1 2026 in Review

Retirement Planning Group (New York) increased its Procter & Gamble (PG) stake by 3.7% in Q1 2026, buying an estimated $8.19K and bringing the position to 1,504 shares worth $217K. The position accounts for 0.14% of the portfolio, ranked #88.

Retirement Planning Group (New York) first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $460K in Q1 2025. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Retirement Planning Group (New York) held 1,504 shares of Procter & Gamble worth $217K as of Q1 2026.
Retirement Planning Group (New York) bought 54 Procter & Gamble shares in Q1 2026, an estimated $8.19K.
Procter & Gamble made up 0.14% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #88 holding.
Retirement Planning Group (New York) first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
Retirement Planning Group (New York)'s Procter & Gamble position peaked at $460K in Q1 2025.
3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.