Spartan Planning & Wealth Management’s Procter & Gamble PG Stock Holding History

Spartan Planning & Wealth Management’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	$246K	Buy	+1,679	New	+$244K	0.16%	67
2025 Q2	–	Sell	-5,259	Closed	-$896K	–	85
2025 Q1	$896K	Sell	5,259 -454	-8%	-$76K	0.87%	28
2024 Q4	$958K	Buy	+5,713	New	+$973K	0.87%	26
2023 Q4	$831K	Sell	5,673 -1,128	-17%	-$167K	0.89%	22
2023 Q3	$992K	Buy	+6,801	New	+$1.04M	1.16%	17
2022 Q4	$506K	Buy	3,339 +2,638	+376%	+$370K	0.63%	24
2022 Q3	$88K	Buy	701 +90	+15%	+$12.8K	0.12%	41
2022 Q2	$88K	Sell	611 -4,912	-89%	-$738K	0.12%	53
2022 Q1	$844K	Buy	+5,523	New	+$864K	1.06%	18

Other funds holding PG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Spartan Planning & Wealth Management's PG Position: Q2 2026 in Review

Spartan Planning & Wealth Management opened a new position in Procter & Gamble (PG) in Q2 2026: 1,679 shares worth $246K. The stake represents 0.16% of the portfolio and ranks #67 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in PG as recently as Q1 2025.

Spartan Planning & Wealth Management first reported a position in PG in Q1 2022 and has held it in 9 quarters since. The position peaked at $992K in Q3 2023. 1,086 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Spartan Planning & Wealth Management held 1,679 shares of Procter & Gamble worth $246K as of Q2 2026.
Procter & Gamble was a new Spartan Planning & Wealth Management position in Q2 2026.
Procter & Gamble made up 0.16% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #67 holding.
Spartan Planning & Wealth Management first reported a position in Procter & Gamble in Q1 2022 and has held it in 9 quarters since.
Spartan Planning & Wealth Management's Procter & Gamble position peaked at $992K in Q3 2023.
1,086 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.