Vision Retirement’s Procter & Gamble PG Stock Holding History

Vision Retirement’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	$211K	Hold	1,442	–	–	0.05%	128
2026 Q1	$208K	Buy	1,442 +838	+139%	+$127K	0.06%	122
2025 Q4	$86.6K	Buy	+604	New	+$89.1K	0.02%	174

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vision Retirement's PG Position: Q2 2026 in Review

Vision Retirement held its Procter & Gamble (PG) position steady in Q2 2026 at 1,442 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #128.

Vision Retirement first reported a position in PG in Q4 2025 and has held it in 3 quarters since. 3,865 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Vision Retirement held 1,442 shares of Procter & Gamble worth $211K as of Q2 2026.
Vision Retirement left its Procter & Gamble share count unchanged in Q2 2026.
Procter & Gamble made up 0.05% of Vision Retirement's portfolio in Q2 2026, its #128 holding.
Vision Retirement first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
3,865 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.