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Naviter Wealth’s Procter & Gamble PG Stock Holding History

Naviter Wealth’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 		$2.15M Buy
14,858
+864
+6% +$131K 0.27% 89
2025
Q4 		$2.01M Sell
13,994
-5,238
-27% -$772K 0.26% 89
2025
Q3 		$2.96M Sell
19,232
-245
-1% -$38.3K 0.34% 69
2025
Q2 		$3.1M Sell
19,477
-58
-0.3% -$9.47K 0.38% 65
2025
Q1 		$3.28M Sell
19,535
-93
-0.5% -$15.6K 0.4% 63
2024
Q4 		$3.29M Buy
19,628
+393
+2% +$66.9K 0.4% 60
2024
Q3 		$3.33M Buy
19,235
+470
+3% +$79.8K 0.46% 52
2024
Q2 		$3.09M Buy
18,765
+1,112
+6% +$182K 0.46% 52
2024
Q1 		$2.86M Buy
17,653
+1,970
+13% +$309K 0.47% 54
2023
Q4 		$2.3M Buy
15,683
+2,957
+23% +$438K 0.46% 53
2023
Q3 		$1.86M Buy
12,726
+779
+7% +$119K 0.45% 50
2023
Q2 		$1.81M Buy
11,947
+1,318
+12% +$199K 0.46% 48
2023
Q1 		$1.58M Buy
10,629
+17
+0.2% +$2.43K 0.55% 39
2022
Q4 		$1.51M Buy
10,612
+1,901
+22% +$266K 0.42% 51
2022
Q3 		$1.1M Buy
8,711
+909
+12% +$129K 0.45% 45
2022
Q2 		$1.12M Buy
+7,802
New +$1.17M 0.46% 42

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

Naviter Wealth's PG Position: Q1 2026 in Review

Naviter Wealth increased its Procter & Gamble (PG) stake by 6.2% in Q1 2026, buying an estimated $131K and bringing the position to 14,858 shares worth $2.15M. The position accounts for 0.27% of the portfolio, ranked #89.

Naviter Wealth first reported a position in PG in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.33M in Q3 2024. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Naviter Wealth held 14,858 shares of Procter & Gamble worth $2.15M as of Q1 2026.
  • Naviter Wealth bought 864 Procter & Gamble shares in Q1 2026, an estimated $131K.
  • Procter & Gamble made up 0.27% of Naviter Wealth's portfolio in Q1 2026, its #89 holding.
  • Naviter Wealth first reported a position in Procter & Gamble in Q2 2022 and has held it in 16 quarters since.
  • Naviter Wealth's Procter & Gamble position peaked at $3.33M in Q3 2024.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.