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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
Q2 		$486K Sell
3,313
-52
-2% -$7.57K 0.1% 151
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 $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

Sequent Planning's PG Position: Q2 2026 in Review

Sequent Planning reduced its Procter & Gamble (PG) stake by 1.5% in Q2 2026, selling an estimated $7.57K and leaving 3,313 shares worth $486K. The position accounts for 0.1% of the portfolio, ranked #151.

Sequent Planning first reported a position in PG in Q1 2024 and has held it in 10 quarters since. The position peaked at $633K in Q4 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Sequent Planning held 3,313 shares of Procter & Gamble worth $486K as of Q2 2026.
  • Sequent Planning sold 52 Procter & Gamble shares in Q2 2026, an estimated $7.57K.
  • Procter & Gamble made up 0.1% of Sequent Planning's portfolio in Q2 2026, its #151 holding.
  • Sequent Planning first reported a position in Procter & Gamble in Q1 2024 and has held it in 10 quarters since.
  • Sequent Planning's Procter & Gamble position peaked at $633K in Q4 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.