NEWAS
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N.E.W. Advisory Services’s Procter & Gamble PG Stock Holding History

N.E.W. Advisory 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 		$14M Buy
95,468
+3,162
+3% +$460K 0.94% 22
2026
Q1 		$13.3M Buy
92,306
+3,617
+4% +$548K 1% 22
2025
Q4 		$12.7M Buy
88,689
+10,113
+13% +$1.49M 0.94% 21
2025
Q3 		$12.1M Buy
78,576
+331
+0.4% +$51.7K 1.08% 20
2025
Q2 		$12.5M Sell
78,245
-15,494
-17% -$2.53M 1.21% 19
2025
Q1 		$16M Buy
93,739
+7,213
+8% +$1.21M 1.22% 20
2024
Q4 		$14.5M Sell
86,526
-1,194
-1% -$203K 1.38% 18
2024
Q3 		$15.2M Sell
87,720
-1,287
-1% -$218K 1.5% 18
2024
Q2 		$14.7M Sell
89,007
-169
-0.2% -$27.6K 1.58% 17
2024
Q1 		$14.5M Sell
89,176
-1,547
-2% -$243K 1.61% 15
2023
Q4 		$13.3M Sell
90,723
-3,701
-4% -$548K 1.61% 16
2023
Q3 		$13.8M Buy
94,424
+12,016
+15% +$1.84M 1.96% 14
2023
Q2 		$12.5M Sell
82,408
-2,709
-3% -$408K 1.74% 14
2023
Q1 		$12.7M Buy
85,117
+1,784
+2% +$255K 1.84% 14
2022
Q4 		$12.6M Buy
83,333
+408
+0.5% +$57.2K 1.98% 12
2022
Q3 		$10.5M Sell
82,925
-2,261
-3% -$321K 1.9% 12
2022
Q2 		$12.2M Buy
85,186
+1,772
+2% +$266K 2.14% 13
2022
Q1 		$11.3M Buy
83,414
+3,356
+4% +$525K 2.14% 13
2021
Q4 		$13.1M Buy
80,058
+465
+0.6% +$69K 1.98% 14
2021
Q3 		$11.1M Sell
79,593
-3,127
-4% -$443K 1.81% 15
2021
Q2 		$11.2M Sell
82,720
-660
-0.8% -$89.3K 1.87% 16
2021
Q1 		$11.2M Sell
83,380
-10,633
-11% -$1.39M 2.1% 13
2020
Q4 		$13.1M Buy
94,013
+42,823
+84% +$5.99M 2.75% 9
2020
Q3 		$7.11M Sell
51,190
-1,445
-3% -$192K 2.01% 14
2020
Q2 		$6.29M Buy
+52,635
New +$6.14M 1.96% 16
2019
Q4 		$6.72M Buy
+53,808
New +$6.58M 2.18% 14

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 $3.38T AUM 44.17% 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

N.E.W. Advisory Services's PG Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Procter & Gamble (PG) stake by 3.4% in Q2 2026, buying an estimated $460K and bringing the position to 95,468 shares worth $14M. The position accounts for 0.94% of the portfolio, ranked #22.

N.E.W. Advisory Services first reported a position in PG in Q4 2019 and has held it in 26 quarters since. The position peaked at $16M in Q1 2025. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • N.E.W. Advisory Services held 95,468 shares of Procter & Gamble worth $14M as of Q2 2026.
  • N.E.W. Advisory Services bought 3,162 Procter & Gamble shares in Q2 2026, an estimated $460K.
  • Procter & Gamble made up 0.94% of N.E.W. Advisory Services's portfolio in Q2 2026, its #22 holding.
  • N.E.W. Advisory Services first reported a position in Procter & Gamble in Q4 2019 and has held it in 26 quarters since.
  • N.E.W. Advisory Services's Procter & Gamble position peaked at $16M in Q1 2025.
  • 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.