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Strategic Planning Inc’s Procter & Gamble PG Stock Holding History

Strategic Planning Inc’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 		$2.72M Sell
18,848
-280
-1% -$42.4K 1.37% 21
2025
Q4 		$2.74M Sell
19,128
-110
-0.6% -$16.2K 1.48% 22
2025
Q3 		$2.96M Buy
19,238
+51
+0.3% +$7.96K 1.71% 22
2025
Q2 		$3.06M Buy
19,187
+48
+0.3% +$7.83K 1.83% 21
2025
Q1 		$3.26M Buy
+19,139
New +$3.21M 1.84% 23

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

Strategic Planning Inc's PG Position: Q1 2026 in Review

Strategic Planning Inc reduced its Procter & Gamble (PG) stake by 1.5% in Q1 2026, selling an estimated $42.4K and leaving 18,848 shares worth $2.72M. The position accounts for 1.37% of the portfolio, ranked #21.

Strategic Planning Inc first reported a position in PG in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.26M in Q1 2025. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Strategic Planning Inc held 18,848 shares of Procter & Gamble worth $2.72M as of Q1 2026.
  • Strategic Planning Inc sold 280 Procter & Gamble shares in Q1 2026, an estimated $42.4K.
  • Procter & Gamble made up 1.37% of Strategic Planning Inc's portfolio in Q1 2026, its #21 holding.
  • Strategic Planning Inc first reported a position in Procter & Gamble in Q1 2025 and has held it in 5 quarters since.
  • Strategic Planning Inc's Procter & Gamble position peaked at $3.26M in Q1 2025.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.