NWP
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NerdWallet Wealth Partners’s Procter & Gamble PG Stock Holding History

NerdWallet Wealth Partners’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 		– Sell
-1,413
Closed -$202K – 68
2025
Q4 		$202K Sell
1,413
-32
-2% -$4.72K 0.09% 61
2025
Q3 		$222K Buy
+1,445
New +$226K 0.11% 57

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VCM
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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

NerdWallet Wealth Partners's PG Position: Q1 2026 in Review

NerdWallet Wealth Partners sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 1,413 shares — an estimated $202K sold.

NerdWallet Wealth Partners first reported a position in PG in Q3 2025 and held it in 2 quarters. The position peaked at $222K in Q3 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • NerdWallet Wealth Partners reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • NerdWallet Wealth Partners sold 1,413 Procter & Gamble shares in Q1 2026, an estimated $202K.
  • NerdWallet Wealth Partners first reported a position in Procter & Gamble in Q3 2025 and held it in 2 quarters.
  • NerdWallet Wealth Partners's Procter & Gamble position peaked at $222K in Q3 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on NerdWallet Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.