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Sequent Planning’s Procter & Gamble PG Stock Holding History

Sequent Planning’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 		$486K Buy
3,365
+104
+3% +$15.8K 0.12% 138
2025
Q4 		$467K Buy
3,261
+1
+0% +$147 0.12% 129
2025
Q3 		$501K Sell
3,260
-57
-2% -$8.9K 0.14% 117
2025
Q2 		$529K Sell
3,317
-47
-1% -$7.67K 0.17% 87
2025
Q1 		$573K Sell
3,364
-410
-11% -$68.7K 0.21% 74
2024
Q4 		$633K Buy
3,774
+600
+19% +$102K 0.23% 74
2024
Q3 		$550K Sell
3,174
-79
-2% -$13.4K 0.19% 88
2024
Q2 		$529K Buy
3,253
+151
+5% +$24.7K 0.18% 89
2024
Q1 		$503K Buy
+3,102
New +$486K 0.18% 89

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sequent Planning's PG Position: Q1 2026 in Review

Sequent Planning increased its Procter & Gamble (PG) stake by 3.2% in Q1 2026, buying an estimated $15.8K and bringing the position to 3,365 shares worth $486K. The position accounts for 0.12% of the portfolio, ranked #138.

Sequent Planning first reported a position in PG in Q1 2024 and has held it in 9 quarters since. The position peaked at $633K in Q4 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Sequent Planning held 3,365 shares of Procter & Gamble worth $486K as of Q1 2026.
  • Sequent Planning bought 104 Procter & Gamble shares in Q1 2026, an estimated $15.8K.
  • Procter & Gamble made up 0.12% of Sequent Planning's portfolio in Q1 2026, its #138 holding.
  • Sequent Planning first reported a position in Procter & Gamble in Q1 2024 and has held it in 9 quarters since.
  • Sequent Planning's Procter & Gamble position peaked at $633K in Q4 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.