NIA
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NIA Impact Advisors’s Procter & Gamble PG Stock Holding History

NIA Impact 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 		– Sell
-41,454
Closed -$5.94M – 104
2025
Q4 		$5.94M Buy
41,454
+21
+0.1% +$3.1K 1.99% 15
2025
Q3 		$6.37M Sell
41,433
-44
-0.1% -$6.87K 2.07% 14
2025
Q2 		$6.61M Hold
41,477
– – 2.28% 15
2025
Q1 		$7.07M Sell
41,477
-300
-0.7% -$50.2K 2.62% 9
2024
Q4 		$7M Hold
41,777
– – 2.28% 14
2024
Q3 		$7.24M Sell
41,777
-200
-0.5% -$34K 2.4% 14
2024
Q2 		$6.92M Sell
41,977
-302
-0.7% -$49.4K 2.49% 11
2024
Q1 		$6.86M Buy
+42,279
New +$6.63M 2.73% 10

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NIA Impact Advisors's PG Position: Q1 2026 in Review

NIA Impact Advisors sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 41,454 shares — an estimated $5.94M sold.

NIA Impact Advisors first reported a position in PG in Q1 2024 and held it in 8 quarters. The position peaked at $7.24M in Q3 2024. 4,008 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • NIA Impact Advisors reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • NIA Impact Advisors sold 41,454 Procter & Gamble shares in Q1 2026, an estimated $5.94M.
  • NIA Impact Advisors first reported a position in Procter & Gamble in Q1 2024 and held it in 8 quarters.
  • NIA Impact Advisors's Procter & Gamble position peaked at $7.24M in Q3 2024.
  • 4,008 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on NIA Impact Advisors's 13F filing for Q1 2026, filed 8 May 2026.