Northwest Financial Advisors’s Procter & Gamble PG Stock Holding History

Northwest Financial 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 Q2	$343K	Buy	2,336 +37	+2%	+$5.38K	0.05%	61
2026 Q1	$332K	Sell	2,299 -166	-7%	-$25.2K	0.64%	48
2025 Q4	$353K	Sell	2,465 -1,598	-39%	-$236K	0.73%	42
2025 Q3	$624K	Buy	4,063 +6	+0.1%	+$937	0.8%	34
2025 Q2	$646K	Sell	4,057 -1,068	-21%	-$174K	0.9%	32
2025 Q1	$873K	Sell	5,125 -54	-1%	-$9.04K	0.72%	36
2024 Q4	$868K	Buy	5,179 +138	+3%	+$23.5K	0.72%	36
2024 Q3	$873K	Buy	5,041 +8	+0.2%	+$1.36K	0.69%	33
2024 Q2	$830K	Sell	5,033 -18	-0.4%	-$2.94K	0.84%	26
2024 Q1	$819K	Buy	5,051 +12	+0.2%	+$1.88K	0.9%	29
2023 Q4	$738K	Buy	+5,039	New	+$746K	0.63%	31

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northwest Financial Advisors's PG Position: Q2 2026 in Review

Northwest Financial Advisors increased its Procter & Gamble (PG) stake by 1.6% in Q2 2026, buying an estimated $5.38K and bringing the position to 2,336 shares worth $343K. The position accounts for 0.05% of the portfolio, ranked #61.

Northwest Financial Advisors first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $873K in Q1 2025. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Northwest Financial Advisors held 2,336 shares of Procter & Gamble worth $343K as of Q2 2026.
Northwest Financial Advisors bought 37 Procter & Gamble shares in Q2 2026, an estimated $5.38K.
Procter & Gamble made up 0.05% of Northwest Financial Advisors's portfolio in Q2 2026, its #61 holding.
Northwest Financial Advisors first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
Northwest Financial Advisors's Procter & Gamble position peaked at $873K in Q1 2025.
4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.