1 North Wealth Services’s Procter & Gamble PG Stock Holding History

1 North Wealth Services’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	$205K	Sell	1,396 -25	-2%	-$3.64K	0.07%	58
2026 Q1	$205K	Hold	1,421	–	–	0.07%	57
2025 Q4	$204K	Hold	1,421	–	–	0.07%	57
2025 Q3	$218K	Hold	1,421	–	–	0.09%	52
2025 Q2	$226K	Hold	1,421	–	–	0.09%	55
2025 Q1	$242K	Hold	1,421	–	–	0.11%	50
2024 Q4	$238K	Buy	+1,421	New	+$242K	0.1%	53
2019 Q4	$260K	Buy	2,081 +325	+19%	+$39.8K	0.16%	55
2019 Q3	$218K	Buy	+1,756	New	+$207K	0.15%	55
2019 Q1	$253K	Sell	2,429 -80	-3%	-$7.79K	0.18%	52
2018 Q4	$231K	Buy	+2,509	New	+$224K	0.19%	51

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

1 North Wealth Services's PG Position: Q2 2026 in Review

1 North Wealth Services reduced its Procter & Gamble (PG) stake by 1.8% in Q2 2026, selling an estimated $3.64K and leaving 1,396 shares worth $205K. The position accounts for 0.07% of the portfolio, ranked #58.

1 North Wealth Services first reported a position in PG in Q4 2018 and has held it in 11 quarters since. The position peaked at $260K in Q4 2019. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

1 North Wealth Services held 1,396 shares of Procter & Gamble worth $205K as of Q2 2026.
1 North Wealth Services sold 25 Procter & Gamble shares in Q2 2026, an estimated $3.64K.
Procter & Gamble made up 0.07% of 1 North Wealth Services's portfolio in Q2 2026, its #58 holding.
1 North Wealth Services first reported a position in Procter & Gamble in Q4 2018 and has held it in 11 quarters since.
1 North Wealth Services's Procter & Gamble position peaked at $260K in Q4 2019.
4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.