NRI
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NFP Retirement Inc’s Procter & Gamble PG Stock Holding History

NFP Retirement Inc’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 		$877K Buy
6,071
+46
+0.8% +$6.97K 0.05% 151
2025
Q4 		$863K Buy
6,025
+26
+0.4% +$3.83K 0.05% 148
2025
Q3 		$922K Sell
5,999
-314
-5% -$49K 0.06% 139
2025
Q2 		$1.01M Sell
6,313
-3,152
-33% -$514K 0.07% 132
2025
Q1 		$1.61M Buy
9,465
+38
+0.4% +$6.37K 0.13% 89
2024
Q4 		$1.58M Buy
9,427
+3
+0% +$511 0.12% 94
2024
Q3 		$1.63M Buy
9,424
+62
+0.7% +$10.5K 0.13% 91
2024
Q2 		$1.54M Sell
9,362
-825
-8% -$135K 0.13% 95
2024
Q1 		$1.65M Buy
10,187
+82
+0.8% +$12.9K 0.14% 90
2023
Q4 		$1.48M Sell
10,105
-10
-0.1% -$1.48K 0.25% 78
2023
Q3 		$1.48M Buy
10,115
+42
+0.4% +$6.42K 0.28% 74
2023
Q2 		$1.53M Sell
10,073
-109
-1% -$16.4K 0.29% 74
2023
Q1 		$1.51M Buy
10,182
+3
+0% +$429 0.3% 69
2022
Q4 		$1.54M Buy
10,179
+249
+3% +$34.9K 0.34% 68
2022
Q3 		$1.25M Sell
9,930
-53
-0.5% -$7.53K 0.31% 70
2022
Q2 		$1.44M Buy
9,983
+4
+0% +$601 0.36% 65
2022
Q1 		$1.52M Buy
9,979
+8,335
+507% +$1.3M 0.36% 64
2021
Q4 		$269K Sell
1,644
-53
-3% -$7.87K 0.1% 123
2021
Q3 		$237K Sell
1,697
-449
-21% -$63.6K 0.1% 121
2021
Q2 		$290K Buy
2,146
+2
+0.1% +$271 0.11% 109
2021
Q1 		$290K Buy
2,144
+178
+9% +$23.2K 0.13% 104
2020
Q4 		$273K Buy
1,966
+148
+8% +$20.7K 0.17% 97
2020
Q3 		$253K Sell
1,818
-209
-10% -$27.7K 0.17% 94
2020
Q2 		$242K Buy
+2,027
New +$236K 0.18% 89
2020
Q1 		– Sell
-1,802
Closed -$224K – 87
2019
Q4 		$224K Buy
+1,802
New +$220K 0.21% 82

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

NFP Retirement Inc's PG Position: Q1 2026 in Review

NFP Retirement Inc increased its Procter & Gamble (PG) stake by 0.76% in Q1 2026, buying an estimated $6.97K and bringing the position to 6,071 shares worth $877K. The position accounts for 0.05% of the portfolio, ranked #151.

NFP Retirement Inc first reported a position in PG in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.65M in Q1 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • NFP Retirement Inc held 6,071 shares of Procter & Gamble worth $877K as of Q1 2026.
  • NFP Retirement Inc bought 46 Procter & Gamble shares in Q1 2026, an estimated $6.97K.
  • Procter & Gamble made up 0.05% of NFP Retirement Inc's portfolio in Q1 2026, its #151 holding.
  • NFP Retirement Inc first reported a position in Procter & Gamble in Q4 2019 and has held it in 25 quarters since.
  • NFP Retirement Inc's Procter & Gamble position peaked at $1.65M in Q1 2024.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.