VERPA
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Virginia Estate & Retirement Planning Advisors’s Procter & Gamble PG Stock Holding History

Virginia Estate & Retirement Planning Advisors’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 		$30.2K Hold
206
– – 0.04% 68
2026
Q1 		$29.8K Buy
+206
New +$31.2K 0.05% 47

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

Virginia Estate & Retirement Planning Advisors's PG Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its Procter & Gamble (PG) position steady in Q2 2026 at 206 shares worth $30.2K. The position accounts for 0.04% of the portfolio, ranked #68.

Virginia Estate & Retirement Planning Advisors first reported a position in PG in Q1 2026 and has held it in 2 quarters since. 3,975 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 206 shares of Procter & Gamble worth $30.2K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up 0.04% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #68 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Procter & Gamble in Q1 2026 and has held it in 2 quarters since.
  • 3,975 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.