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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

N.E.W. Advisory Services's PG Position: Q1 2026 in Review

N.E.W. Advisory Services increased its Procter & Gamble (PG) stake by 4.1% in Q1 2026, buying an estimated $548K and bringing the position to 92,306 shares worth $13.3M. The position accounts for 1% of the portfolio, ranked #22.

N.E.W. Advisory Services first reported a position in PG in Q4 2019 and has held it in 25 quarters since. The position peaked at $16M in Q1 2025. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

N.E.W. Advisory Services held 92,306 shares of Procter & Gamble worth $13.3M as of Q1 2026.
N.E.W. Advisory Services bought 3,617 Procter & Gamble shares in Q1 2026, an estimated $548K.
Procter & Gamble made up 1% of N.E.W. Advisory Services's portfolio in Q1 2026, its #22 holding.
N.E.W. Advisory Services first reported a position in Procter & Gamble in Q4 2019 and has held it in 25 quarters since.
N.E.W. Advisory Services's Procter & Gamble position peaked at $16M in Q1 2025.
3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.