SPG
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Strategic Planning Group’s Procter & Gamble PG Stock Holding History

Strategic Planning Group’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
2025
Q3 		– Sell
-28,976
Closed -$4.62M – 83
2025
Q2 		$4.62M Buy
28,976
+1,568
+6% +$256K 0.75% 51
2025
Q1 		$4.67M Buy
27,408
+5,373
+24% +$900K 0.91% 36
2024
Q4 		$3.69M Buy
22,035
+1,060
+5% +$181K 0.68% 49
2024
Q3 		$3.63M Buy
20,975
+1,293
+7% +$220K 0.72% 53
2024
Q2 		$3.25M Buy
19,682
+2,200
+13% +$360K 0.71% 54
2024
Q1 		$2.84M Sell
17,482
-6,480
-27% -$1.02M 0.71% 42
2023
Q4 		$3.51M Buy
+23,962
New +$3.55M 1.16% 22

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return