Nicholson Wealth Management Group’s Procter & Gamble PG Stock Holding History

Nicholson Wealth Management 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 Q1	$2.51M	Buy	17,373 +149	+0.9%	+$22.6K	1.46%	9
2025 Q4	$2.47M	Buy	17,224 +1,769	+11%	+$261K	1.45%	9
2025 Q3	$2.37M	Buy	15,455 +735	+5%	+$115K	1.39%	8
2025 Q2	$2.35M	Buy	14,720 +100	+0.7%	+$16.3K	1.45%	7
2025 Q1	$2.49M	Buy	14,620 +42	+0.3%	+$7.04K	1.64%	6
2024 Q4	$2.44M	Buy	14,578 +4,483	+44%	+$764K	1.63%	7
2024 Q3	$1.75M	Buy	+10,095	New	+$1.71M	1.44%	13

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

Nicholson Wealth Management Group's PG Position: Q1 2026 in Review

Nicholson Wealth Management Group increased its Procter & Gamble (PG) stake by 0.87% in Q1 2026, buying an estimated $22.6K and bringing the position to 17,373 shares worth $2.51M. The position accounts for 1.46% of the portfolio, ranked #9.

Nicholson Wealth Management Group first reported a position in PG in Q3 2024 and has held it in 7 quarters since. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Nicholson Wealth Management Group held 17,373 shares of Procter & Gamble worth $2.51M as of Q1 2026.
Nicholson Wealth Management Group bought 149 Procter & Gamble shares in Q1 2026, an estimated $22.6K.
Procter & Gamble made up 1.46% of Nicholson Wealth Management Group's portfolio in Q1 2026, its #9 holding.
Nicholson Wealth Management Group first reported a position in Procter & Gamble in Q3 2024 and has held it in 7 quarters since.
3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.