UFPG
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United Financial Planning Group’s Procter & Gamble PG Stock Holding History

United Financial 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
2026
Q2 		$31.7K Sell
216
-4
-2% -$582 0.02% 132
2026
Q1 		$31.8K Buy
220
+14
+7% +$2.12K 0.02% 107
2025
Q4 		$29.5K Buy
206
+61
+42% +$8.99K 0.02% 114
2025
Q3 		$22.3K Buy
+145
New +$22.6K 0.01% 118

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

United Financial Planning Group's PG Position: Q2 2026 in Review

United Financial Planning Group reduced its Procter & Gamble (PG) stake by 1.8% in Q2 2026, selling an estimated $582 and leaving 216 shares worth $31.7K. The position accounts for 0.02% of the portfolio, ranked #132.

United Financial Planning Group first reported a position in PG in Q3 2025 and has held it in 4 quarters since. The position peaked at $31.8K in Q1 2026. 4,015 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • United Financial Planning Group held 216 shares of Procter & Gamble worth $31.7K as of Q2 2026.
  • United Financial Planning Group sold 4 Procter & Gamble shares in Q2 2026, an estimated $582.
  • Procter & Gamble made up 0.02% of United Financial Planning Group's portfolio in Q2 2026, its #132 holding.
  • United Financial Planning Group first reported a position in Procter & Gamble in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Procter & Gamble position peaked at $31.8K in Q1 2026.
  • 4,015 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.