NWAG
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Net Worth Advisory Group’s Procter & Gamble PG Stock Holding History

Net Worth Advisory Group’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 		$780K Sell
5,317
-767
-13% -$112K 0.2% 122
2026
Q1 		$879K Sell
6,084
-89
-1% -$13.5K 0.18% 111
2025
Q4 		$885K Buy
6,173
+1,953
+46% +$288K 0.18% 103
2025
Q3 		$648K Sell
4,220
-1,166
-22% -$182K 0.19% 123
2025
Q2 		$858K Buy
5,386
+1,119
+26% +$183K 0.19% 101
2025
Q1 		$727K Buy
4,267
+43
+1% +$7.2K 0.23% 95
2024
Q4 		$708K Buy
4,224
+16
+0.4% +$2.73K 0.22% 99
2024
Q3 		$729K Buy
+4,208
New +$714K 0.22% 107

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

Net Worth Advisory Group's PG Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Procter & Gamble (PG) stake by 13% in Q2 2026, selling an estimated $112K and leaving 5,317 shares worth $780K. The position accounts for 0.2% of the portfolio, ranked #122.

Net Worth Advisory Group first reported a position in PG in Q3 2024 and has held it in 8 quarters since. The position peaked at $885K in Q4 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Net Worth Advisory Group held 5,317 shares of Procter & Gamble worth $780K as of Q2 2026.
  • Net Worth Advisory Group sold 767 Procter & Gamble shares in Q2 2026, an estimated $112K.
  • Procter & Gamble made up 0.2% of Net Worth Advisory Group's portfolio in Q2 2026, its #122 holding.
  • Net Worth Advisory Group first reported a position in Procter & Gamble in Q3 2024 and has held it in 8 quarters since.
  • Net Worth Advisory Group's Procter & Gamble position peaked at $885K in Q4 2025.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.