SFP
PG icon

Sterling Financial Planning’s Procter & Gamble PG Stock Holding History

Sterling Financial 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 		$362K Sell
2,470
-340
-12% -$49.5K 0.1% 88
2026
Q1 		$406K Sell
2,810
-62
-2% -$9.4K 0.12% 79
2025
Q4 		$412K Hold
2,872
– – 0.12% 77
2025
Q3 		$441K Hold
2,872
– – 0.14% 75
2025
Q2 		$458K Sell
2,872
-398
-12% -$65K 0.15% 74
2025
Q1 		$557K Sell
3,270
-97
-3% -$16.2K 0.2% 66
2024
Q4 		$564K Sell
3,367
-9
-0.3% -$1.53K 0.21% 67
2024
Q3 		$585K Sell
3,376
-146
-4% -$24.8K 0.22% 66
2024
Q2 		$581K Hold
3,522
– – 0.24% 61
2024
Q1 		$571K Sell
3,522
-11
-0.3% -$1.73K 0.23% 63
2023
Q4 		$518K Buy
3,533
+1,097
+45% +$162K 0.22% 64
2023
Q3 		$355K Sell
2,436
-47
-2% -$7.18K 0.18% 74
2023
Q2 		$377K Hold
2,483
– – 0.19% 73
2023
Q1 		$369K Hold
2,483
– – 0.2% 69
2022
Q4 		$376K Buy
2,483
+142
+6% +$19.9K 0.22% 66
2022
Q3 		$296K Hold
2,341
– – 0.21% 69
2022
Q2 		$337K Hold
2,341
– – 0.24% 64
2022
Q1 		$358K Sell
2,341
-190
-8% -$29.7K 0.23% 65
2021
Q4 		$414K Sell
2,531
-50
-2% -$7.42K 0.26% 60
2021
Q3 		$361K Buy
2,581
+302
+13% +$42.8K 0.23% 58
2021
Q2 		$308K Hold
2,279
– – 0.2% 61
2021
Q1 		$309K Sell
2,279
-55
-2% -$7.18K 0.22% 58
2020
Q4 		$325K Buy
+2,334
New +$326K 0.26% 52

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

Sterling Financial Planning's PG Position: Q2 2026 in Review

Sterling Financial Planning reduced its Procter & Gamble (PG) stake by 12% in Q2 2026, selling an estimated $49.5K and leaving 2,470 shares worth $362K. The position accounts for 0.1% of the portfolio, ranked #88.

Sterling Financial Planning first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $585K in Q3 2024. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Sterling Financial Planning held 2,470 shares of Procter & Gamble worth $362K as of Q2 2026.
  • Sterling Financial Planning sold 340 Procter & Gamble shares in Q2 2026, an estimated $49.5K.
  • Procter & Gamble made up 0.1% of Sterling Financial Planning's portfolio in Q2 2026, its #88 holding.
  • Sterling Financial Planning first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • Sterling Financial Planning's Procter & Gamble position peaked at $585K in Q3 2024.
  • 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.