NCM
PG icon

Nearwater Capital Markets’s Procter & Gamble PG Stock Holding History

Nearwater Capital Markets’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 		$62.8M Buy
+435,000
New +$65.9M 1.48% 24
2025
Q4 		– Sell
-108,900
Closed -$16.7M – 160
2025
Q3 		$16.7M Buy
+108,900
New +$17M 0.22% 73
2025
Q2 		– Sell
-90,000
Closed -$15.3M – 117
2025
Q1 		$15.3M Hold
90,000
– – 0.44% 55
2024
Q4 		$15.1M Buy
+90,000
New +$15.3M 0.43% 47

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.81T AUM 41.13% 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

Nearwater Capital Markets's PG Position: Q1 2026 in Review

Nearwater Capital Markets opened a new position in Procter & Gamble (PG) in Q1 2026: 435,000 shares worth $62.8M. The stake represents 1.48% of the portfolio and ranks #24 among its holdings. This is a return to the name: Nearwater Capital Markets previously reported a position in PG as recently as Q3 2025.

Nearwater Capital Markets first reported a position in PG in Q4 2024 and has held it in 4 quarters since. 4,003 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Nearwater Capital Markets held 435,000 shares of Procter & Gamble worth $62.8M as of Q1 2026.
  • Procter & Gamble was a new Nearwater Capital Markets position in Q1 2026.
  • Procter & Gamble made up 1.48% of Nearwater Capital Markets's portfolio in Q1 2026, its #24 holding.
  • Nearwater Capital Markets first reported a position in Procter & Gamble in Q4 2024 and has held it in 4 quarters since.
  • 4,003 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Nearwater Capital Markets's 13F filing for Q1 2026, filed 15 May 2026.