NWM
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Navigoe Wealth Management’s Procter & Gamble PG Stock Holding History

Navigoe Wealth Management’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 		$29K Hold
203
– – 0.02% 90
2025
Q4 		$29K Hold
203
– – 0.02% 97
2025
Q3 		$31K Buy
203
+16
+9% +$2.5K 0.02% 93
2025
Q2 		$29K Hold
187
– – 0.02% 82
2025
Q1 		$31K Hold
187
– – 0.03% 78
2024
Q4 		$31K Buy
+187
New +$31.8K 0.03% 79

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

Navigoe Wealth Management's PG Position: Q1 2026 in Review

Navigoe Wealth Management held its Procter & Gamble (PG) position steady in Q1 2026 at 203 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #90.

Navigoe Wealth Management first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $31K in Q3 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Navigoe Wealth Management held 203 shares of Procter & Gamble worth $29K as of Q1 2026.
  • Navigoe Wealth Management left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up 0.02% of Navigoe Wealth Management's portfolio in Q1 2026, its #90 holding.
  • Navigoe Wealth Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Navigoe Wealth Management's Procter & Gamble position peaked at $31K in Q3 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Navigoe Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.