NWMG
PG icon

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
Q2 		$2.49M Sell
16,955
-418
-2% -$60.8K 1.46% 13
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
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

Nicholson Wealth Management Group's PG Position: Q2 2026 in Review

Nicholson Wealth Management Group reduced its Procter & Gamble (PG) stake by 2.4% in Q2 2026, selling an estimated $60.8K and leaving 16,955 shares worth $2.49M. The position accounts for 1.46% of the portfolio, ranked #13.

Nicholson Wealth Management Group first reported a position in PG in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.51M in Q1 2026. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Nicholson Wealth Management Group held 16,955 shares of Procter & Gamble worth $2.49M as of Q2 2026.
  • Nicholson Wealth Management Group sold 418 Procter & Gamble shares in Q2 2026, an estimated $60.8K.
  • Procter & Gamble made up 1.46% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #13 holding.
  • Nicholson Wealth Management Group first reported a position in Procter & Gamble in Q3 2024 and has held it in 8 quarters since.
  • Nicholson Wealth Management Group's Procter & Gamble position peaked at $2.51M in Q1 2026.
  • 4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.