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Welch Financial Planning’s Procter & Gamble PG Stock Holding History

Welch Financial 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 		$254K Sell
1,734
-231
-12% -$33.6K 0.15% 65
2026
Q1 		$284K Buy
+1,965
New +$298K 0.2% 53

Other funds holding PG

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
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Welch Financial Planning's PG Position: Q2 2026 in Review

Welch Financial Planning reduced its Procter & Gamble (PG) stake by 12% in Q2 2026, selling an estimated $33.6K and leaving 1,734 shares worth $254K. The position accounts for 0.15% of the portfolio, ranked #65.

Welch Financial Planning first reported a position in PG in Q1 2026 and has held it in 2 quarters since. The position peaked at $284K in Q1 2026. 2,512 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Welch Financial Planning held 1,734 shares of Procter & Gamble worth $254K as of Q2 2026.
  • Welch Financial Planning sold 231 Procter & Gamble shares in Q2 2026, an estimated $33.6K.
  • Procter & Gamble made up 0.15% of Welch Financial Planning's portfolio in Q2 2026, its #65 holding.
  • Welch Financial Planning first reported a position in Procter & Gamble in Q1 2026 and has held it in 2 quarters since.
  • Welch Financial Planning's Procter & Gamble position peaked at $284K in Q1 2026.
  • 2,512 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.