NOI
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Newton One Investments’s Procter & Gamble PG Stock Holding History

Newton One Investments’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 		$150K Buy
1,026
+132
+15% +$19.2K 0.04% 47
2026
Q1 		$129K Buy
894
+6
+0.7% +$910 0.04% 48
2025
Q4 		$127K Buy
888
+6
+0.7% +$885 0.04% 49
2025
Q3 		$136K Buy
882
+6
+0.7% +$937 0.04% 48
2025
Q2 		$140K Buy
876
+6
+0.7% +$979 0.04% 49
2025
Q1 		$148K Buy
870
+5
+0.6% +$837 0.05% 45
2024
Q4 		$145K Buy
+865
New +$147K 0.06% 46
2024
Q3 		– Sell
-855
Closed -$141K – 87
2024
Q2 		$141K Buy
855
+5
+0.6% +$817 0.06% 47
2024
Q1 		$138K Buy
850
+5
+0.6% +$784 0.06% 48
2023
Q4 		$124K Buy
845
+5
+0.6% +$741 0.06% 52
2023
Q3 		$122K Buy
840
+6
+0.7% +$916 0.07% 49
2023
Q2 		$127K Buy
834
+5
+0.6% +$754 0.07% 49
2023
Q1 		$123K Hold
829
– – 0.07% 47
2022
Q4 		$126K Sell
829
-373
-31% -$52.3K 0.08% 45
2022
Q3 		$152K Hold
1,202
– – 0.11% 36
2022
Q2 		$173K Hold
1,202
– – 0.13% 35
2022
Q1 		$184K Hold
1,202
– – 0.13% 34
2021
Q4 		$197K Buy
1,202
+2
+0.2% +$297 0.14% 34
2021
Q3 		$168K Buy
1,200
+3
+0.3% +$425 0.13% 37
2021
Q2 		$162K Buy
1,197
+750
+168% +$101K 0.13% 38
2021
Q1 		$61K Buy
447
+2
+0.4% +$261 0.05% 45
2020
Q4 		$62K Buy
+445
New +$62.2K 0.06% 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

Newton One Investments's PG Position: Q2 2026 in Review

Newton One Investments increased its Procter & Gamble (PG) stake by 15% in Q2 2026, buying an estimated $19.2K and bringing the position to 1,026 shares worth $150K. The position accounts for 0.04% of the portfolio, ranked #47.

Newton One Investments first reported a position in PG in Q4 2020 and has held it in 22 quarters since. The position peaked at $197K in Q4 2021. 3,998 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Newton One Investments held 1,026 shares of Procter & Gamble worth $150K as of Q2 2026.
  • Newton One Investments bought 132 Procter & Gamble shares in Q2 2026, an estimated $19.2K.
  • Procter & Gamble made up 0.04% of Newton One Investments's portfolio in Q2 2026, its #47 holding.
  • Newton One Investments first reported a position in Procter & Gamble in Q4 2020 and has held it in 22 quarters since.
  • Newton One Investments's Procter & Gamble position peaked at $197K in Q4 2021.
  • 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.