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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
Q2 		$2.84M Buy
19,345
+4,487
+30% +$653K 0.26% 90
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 $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 $3.37T AUM 44.26% 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

Naviter Wealth's PG Position: Q2 2026 in Review

Naviter Wealth increased its Procter & Gamble (PG) stake by 30% in Q2 2026, buying an estimated $653K and bringing the position to 19,345 shares worth $2.84M. The position accounts for 0.26% of the portfolio, ranked #90.

Naviter Wealth first reported a position in PG in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.33M in Q3 2024. 4,032 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Naviter Wealth held 19,345 shares of Procter & Gamble worth $2.84M as of Q2 2026.
  • Naviter Wealth bought 4,487 Procter & Gamble shares in Q2 2026, an estimated $653K.
  • Procter & Gamble made up 0.26% of Naviter Wealth's portfolio in Q2 2026, its #90 holding.
  • Naviter Wealth first reported a position in Procter & Gamble in Q2 2022 and has held it in 17 quarters since.
  • Naviter Wealth's Procter & Gamble position peaked at $3.33M in Q3 2024.
  • 4,032 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.