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Nadler Financial Group’s Procter & Gamble PG Stock Holding History

Nadler Financial 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
Q1 		$465K Buy
3,219
+512
+19% +$77.6K 0.04% 85
2025
Q4 		$388K Sell
2,707
-345
-11% -$50.9K 0.04% 95
2025
Q3 		$469K Buy
3,052
+200
+7% +$31.2K 0.04% 84
2025
Q2 		$454K Sell
2,852
-585
-17% -$95.5K 0.05% 79
2025
Q1 		$586K Buy
3,437
+223
+7% +$37.4K 0.06% 68
2024
Q4 		$539K Hold
3,214
– – 0.06% 69
2024
Q3 		$557K Hold
3,214
– – 0.06% 66
2024
Q2 		$530K Buy
3,214
+475
+17% +$77.7K 0.06% 62
2024
Q1 		$444K Sell
2,739
-49
-2% -$7.68K 0.05% 68
2023
Q4 		$409K Hold
2,788
– – 0.06% 69
2023
Q3 		$407K Hold
2,788
– – 0.06% 65
2023
Q2 		$423K Hold
2,788
– – 0.06% 67
2023
Q1 		$415K Sell
2,788
-135
-5% -$19.3K 0.07% 67
2022
Q4 		$443K Buy
2,923
+135
+5% +$18.9K 0.08% 65
2022
Q3 		$352K Sell
2,788
-20
-0.7% -$2.84K 0.07% 71
2022
Q2 		$404K Buy
2,808
+26
+0.9% +$3.91K 0.07% 68
2022
Q1 		$425K Sell
2,782
-192
-6% -$30K 0.07% 73
2021
Q4 		$486K Sell
2,974
-175
-6% -$26K 0.07% 73
2021
Q3 		$440K Buy
3,149
+82
+3% +$11.6K 0.07% 71
2021
Q2 		$414K Sell
3,067
-125
-4% -$16.9K 0.07% 71
2021
Q1 		$432K Sell
3,192
-1,881
-37% -$245K 0.08% 69
2020
Q4 		$706K Buy
5,073
+150
+3% +$21K 0.13% 54
2020
Q3 		$684K Buy
4,923
+1,700
+53% +$226K 0.15% 50
2020
Q2 		$385K Hold
3,223
– – 0.1% 62
2020
Q1 		$355K Hold
3,223
– – 0.11% 57
2019
Q4 		$403K Hold
3,223
– – 0.1% 60
2019
Q3 		$401K Buy
3,223
+31
+1% +$3.66K 0.11% 53
2019
Q2 		$350K Hold
3,192
– – 0.1% 63
2019
Q1 		$332K Sell
3,192
-740
-19% -$72K 0.11% 61
2018
Q4 		$361K Buy
3,932
+134
+4% +$12K 0.12% 55
2018
Q3 		$316K Buy
3,798
+200
+6% +$16.4K 0.09% 63
2018
Q2 		$281K Hold
3,598
– – 0.08% 71
2018
Q1 		$285K Sell
3,598
-136
-4% -$11.3K 0.09% 65
2017
Q4 		$343K Buy
3,734
+1
+0% +$90 0.1% 63
2017
Q3 		$340K Sell
3,733
-618
-14% -$56.3K 0.11% 58
2017
Q2 		$379K Buy
4,351
+1
+0% +$88 0.13% 51
2017
Q1 		$391K Sell
4,350
-29
-0.7% -$2.57K 0.14% 53
2016
Q4 		$368K Buy
4,379
+1
+0% +$85 0.14% 57
2016
Q3 		$393K Buy
4,378
+231
+6% +$20.1K 0.15% 50
2016
Q2 		$351K Buy
4,147
+1
+0% +$82 0.15% 54
2016
Q1 		$341K Buy
4,146
+1
+0% +$81 0.15% 56
2015
Q4 		$329K Buy
4,145
+1
+0% +$76 0.15% 60
2015
Q3 		$298K Buy
4,144
+1
+0% +$75 0.15% 58
2015
Q2 		$324K Sell
4,143
-511
-11% -$41.1K 0.15% 58
2015
Q1 		$381K Sell
4,654
-1,153
-20% -$99.1K 0.18% 51
2014
Q4 		$529K Buy
5,807
+17
+0.3% +$1.5K 0.27% 38
2014
Q3 		$485K Buy
5,790
+1,192
+26% +$97.7K 0.29% 39
2014
Q2 		$361K Sell
4,598
-6
-0.1% -$484 0.23% 42
2014
Q1 		$371K Sell
4,604
-149
-3% -$11.7K 0.25% 45
2013
Q4 		$387K Sell
4,753
-92
-2% -$7.5K 0.25% 45
2013
Q3 		$366K Sell
4,845
-97
-2% -$7.72K 0.27% 47
2013
Q2 		$381K Buy
+4,942
New +$388K 0.27% 45

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nadler Financial Group's PG Position: Q1 2026 in Review

Nadler Financial Group increased its Procter & Gamble (PG) stake by 19% in Q1 2026, buying an estimated $77.6K and bringing the position to 3,219 shares worth $465K. The position accounts for 0.04% of the portfolio, ranked #85.

Nadler Financial Group first reported a position in PG in Q2 2013 and has held it in 52 quarters since. The position peaked at $706K in Q4 2020. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Nadler Financial Group held 3,219 shares of Procter & Gamble worth $465K as of Q1 2026.
  • Nadler Financial Group bought 512 Procter & Gamble shares in Q1 2026, an estimated $77.6K.
  • Procter & Gamble made up 0.04% of Nadler Financial Group's portfolio in Q1 2026, its #85 holding.
  • Nadler Financial Group first reported a position in Procter & Gamble in Q2 2013 and has held it in 52 quarters since.
  • Nadler Financial Group's Procter & Gamble position peaked at $706K in Q4 2020.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Nadler Financial Group's 13F filing for Q1 2026, filed 4 May 2026.