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

Waller 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 		$979K Sell
6,675
-481
-7% -$70K 0.2% 38
2026
Q1 		$1.03M Buy
7,156
+129
+2% +$19.6K 0.23% 36
2025
Q4 		$1.01M Buy
7,027
+91
+1% +$13.4K 0.22% 38
2025
Q3 		$1.07M Sell
6,936
-4,746
-41% -$741K 0.24% 36
2025
Q2 		$1.86M Sell
11,682
-5
-0% -$816 0.45% 28
2025
Q1 		$1.99M Buy
11,687
+73
+0.6% +$12.2K 0.56% 28
2024
Q4 		$1.95M Sell
11,614
-97
-0.8% -$16.5K 0.49% 28
2024
Q3 		$2.03M Buy
11,711
+6,894
+143% +$1.17M 0.5% 30
2024
Q2 		$794K Buy
4,817
+2,741
+132% +$448K 0.21% 41
2024
Q1 		$337K Buy
2,076
+346
+20% +$54.3K 0.09% 49
2023
Q4 		$254K Hold
1,730
– – 0.07% 54
2023
Q3 		$252K Hold
1,730
– – 0.07% 52
2023
Q2 		$263K Hold
1,730
– – 0.07% 50
2023
Q1 		$257K Hold
1,730
– – 0.07% 50
2022
Q4 		$262K Hold
1,730
– – 0.08% 45
2022
Q3 		$218K Buy
1,730
+200
+13% +$28.4K 0.07% 49
2022
Q2 		$220K Hold
1,530
– – 0.06% 47
2022
Q1 		$234K Hold
1,530
– – 0.06% 46
2021
Q4 		$250K Hold
1,530
– – 0.06% 45
2021
Q3 		$214K Sell
1,530
-98
-6% -$13.9K 0.06% 51
2021
Q2 		$220K Buy
1,628
+98
+6% +$13.3K 0.06% 48
2021
Q1 		$207K Sell
1,530
-151
-9% -$19.7K 0.06% 45
2020
Q4 		$234K Buy
1,681
+36
+2% +$5.03K 0.07% 44
2020
Q3 		$229K Buy
+1,645
New +$218K 0.08% 45
2020
Q1 		– Sell
-1,796
Closed -$224K – 47
2019
Q4 		$224K Buy
+1,796
New +$220K 0.11% 43

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Waller Financial Planning Group reduced its Procter & Gamble (PG) stake by 6.7% in Q2 2026, selling an estimated $70K and leaving 6,675 shares worth $979K. The position accounts for 0.2% of the portfolio, ranked #38.

Waller Financial Planning Group first reported a position in PG in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.03M in Q3 2024. 2,684 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Waller Financial Planning Group held 6,675 shares of Procter & Gamble worth $979K as of Q2 2026.
  • Waller Financial Planning Group sold 481 Procter & Gamble shares in Q2 2026, an estimated $70K.
  • Procter & Gamble made up 0.2% of Waller Financial Planning Group's portfolio in Q2 2026, its #38 holding.
  • Waller Financial Planning Group first reported a position in Procter & Gamble in Q4 2019 and has held it in 25 quarters since.
  • Waller Financial Planning Group's Procter & Gamble position peaked at $2.03M in Q3 2024.
  • 2,684 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.