NRWA
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North Ridge Wealth Advisors’s Procter & Gamble PG Stock Holding History

North Ridge Wealth 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 		$1.45K Hold
10
– – ﹤0.01% 175
2025
Q4 		$1.43K Hold
10
– – ﹤0.01% 165
2025
Q3 		$1.54K Hold
10
– – ﹤0.01% 167
2025
Q2 		$1.59K Hold
10
– – ﹤0.01% 156
2025
Q1 		$1.71K Hold
10
– – ﹤0.01% 145
2024
Q4 		$1.68K Buy
+10
New +$1.7K ﹤0.01% 156

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

North Ridge Wealth Advisors's PG Position: Q1 2026 in Review

North Ridge Wealth Advisors held its Procter & Gamble (PG) position steady in Q1 2026 at 10 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #175.

North Ridge Wealth Advisors first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.71K in Q1 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • North Ridge Wealth Advisors held 10 shares of Procter & Gamble worth $1.45K as of Q1 2026.
  • North Ridge Wealth Advisors left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up ﹤0.01% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #175 holding.
  • North Ridge Wealth Advisors first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • North Ridge Wealth Advisors's Procter & Gamble position peaked at $1.71K in Q1 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.