New World Advisors’s Procter & Gamble PG Stock Holding History

New World Advisors’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	$397K	Buy	2,747 +423	+18%	+$64.1K	0.07%	43
2025 Q4	$333K	Sell	2,324 -188	-7%	-$27.7K	0.06%	54
2025 Q3	$386K	Buy	2,512 +53	+2%	+$8.28K	0.07%	47
2025 Q2	$392K	Buy	2,459 +1,249	+103%	+$204K	0.08%	43
2025 Q1	$206K	Buy	1,210 +4	+0.3%	+$670	0.05%	78
2024 Q4	$202K	Buy	1,206 +6	+0.5%	+$1.02K	0.05%	71
2024 Q3	$208K	Buy	+1,200	New	+$204K	0.05%	76
2021 Q3	–	Sell	-14,620	Closed	-$1.97M	–	113
2021 Q2	$1.97M	Buy	+14,620	New	+$1.98M	1.32%	14
2019 Q2	–	Sell	-1,200	Closed	-$125K	–	93
2019 Q1	$125K	Buy	+1,200	New	+$117K	0.09%	24

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

New World Advisors's PG Position: Q1 2026 in Review

New World Advisors increased its Procter & Gamble (PG) stake by 18% in Q1 2026, buying an estimated $64.1K and bringing the position to 2,747 shares worth $397K. The position accounts for 0.07% of the portfolio, ranked #43.

New World Advisors first reported a position in PG in Q1 2019 and has held it in 9 quarters since. The position peaked at $1.97M in Q2 2021. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

New World Advisors held 2,747 shares of Procter & Gamble worth $397K as of Q1 2026.
New World Advisors bought 423 Procter & Gamble shares in Q1 2026, an estimated $64.1K.
Procter & Gamble made up 0.07% of New World Advisors's portfolio in Q1 2026, its #43 holding.
New World Advisors first reported a position in Procter & Gamble in Q1 2019 and has held it in 9 quarters since.
New World Advisors's Procter & Gamble position peaked at $1.97M in Q2 2021.
3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on New World Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.