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Summit Wealth & Retirement Planning’s Procter & Gamble PG Stock Holding History

Summit Wealth & Retirement 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 		$297K Sell
2,023
-182
-8% -$26.5K 0.06% 91
2026
Q1 		$318K Buy
2,205
+15
+0.7% +$2.27K 0.08% 82
2025
Q4 		$314K Hold
2,190
– – 0.07% 84
2025
Q3 		$336K Sell
2,190
-11
-0.5% -$1.72K 0.08% 74
2025
Q2 		$351K Buy
2,201
+92
+4% +$15K 0.09% 68
2025
Q1 		$359K Hold
2,109
– – 0.11% 57
2024
Q4 		$354K Hold
2,109
– – 0.11% 55
2024
Q3 		$365K Sell
2,109
-497
-19% -$84.4K 0.12% 50
2024
Q2 		$430K Sell
2,606
-86
-3% -$14.1K 0.15% 43
2024
Q1 		$437K Sell
2,692
-475
-15% -$74.5K 0.16% 40
2023
Q4 		$464K Buy
3,167
+37
+1% +$5.48K 0.2% 35
2023
Q3 		$456K Buy
3,130
+3
+0.1% +$458 0.18% 38
2023
Q2 		$475K Buy
3,127
+2
+0.1% +$301 0.19% 39
2023
Q1 		$465K Buy
3,125
+322
+11% +$46K 0.17% 56
2022
Q4 		$425K Buy
2,803
+13
+0.5% +$1.82K 0.17% 69
2022
Q3 		$352K Buy
2,790
+2
+0.1% +$284 0.14% 82
2022
Q2 		$401K Buy
2,788
+453
+19% +$68.1K 0.15% 75
2022
Q1 		$357K Buy
2,335
+1,098
+89% +$172K 0.13% 80
2021
Q4 		$202K Sell
1,237
-206
-14% -$30.6K 0.07% 86
2021
Q3 		$202K Buy
+1,443
New +$205K 0.07% 83
2021
Q1 		– Sell
-17,239
Closed -$2.4M – 118
2020
Q4 		$2.4M Sell
17,239
-301
-2% -$42.1K 0.91% 25
2020
Q3 		$2.44M Sell
17,540
-256
-1% -$34K 1.05% 24
2020
Q2 		$2.13M Sell
17,796
-48
-0.3% -$5.6K 1% 25
2020
Q1 		$1.96M Buy
17,844
+227
+1% +$27.2K 1.05% 28
2019
Q4 		$2.2M Buy
17,617
+102
+0.6% +$12.5K 0.98% 23
2019
Q3 		$2.18M Sell
17,515
-758
-4% -$89.6K 1.32% 15
2019
Q2 		$2M Sell
18,273
-1,735
-9% -$185K 1.17% 18
2019
Q1 		$2.08M Sell
20,008
-88
-0.4% -$8.57K 1.24% 17
2018
Q4 		$1.85M Buy
+20,096
New +$1.8M 1.4% 14

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

Summit Wealth & Retirement Planning's PG Position: Q2 2026 in Review

Summit Wealth & Retirement Planning reduced its Procter & Gamble (PG) stake by 8.3% in Q2 2026, selling an estimated $26.5K and leaving 2,023 shares worth $297K. The position accounts for 0.06% of the portfolio, ranked #91.

Summit Wealth & Retirement Planning first reported a position in PG in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.44M in Q3 2020. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Summit Wealth & Retirement Planning held 2,023 shares of Procter & Gamble worth $297K as of Q2 2026.
  • Summit Wealth & Retirement Planning sold 182 Procter & Gamble shares in Q2 2026, an estimated $26.5K.
  • Procter & Gamble made up 0.06% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #91 holding.
  • Summit Wealth & Retirement Planning first reported a position in Procter & Gamble in Q4 2018 and has held it in 29 quarters since.
  • Summit Wealth & Retirement Planning's Procter & Gamble position peaked at $2.44M in Q3 2020.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.