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 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 $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

Northwest Financial Advisors's PG Position: Q1 2026 in Review

Northwest Financial Advisors reduced its Procter & Gamble (PG) stake by 6.7% in Q1 2026, selling an estimated $25.2K and leaving 2,299 shares worth $332K. The position accounts for 0.64% of the portfolio, ranked #48.

Northwest Financial Advisors first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $873K in Q1 2025. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Northwest Financial Advisors held 2,299 shares of Procter & Gamble worth $332K as of Q1 2026.
Northwest Financial Advisors sold 166 Procter & Gamble shares in Q1 2026, an estimated $25.2K.
Procter & Gamble made up 0.64% of Northwest Financial Advisors's portfolio in Q1 2026, its #48 holding.
Northwest Financial Advisors first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
Northwest Financial Advisors's Procter & Gamble position peaked at $873K in Q1 2025.
3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Northwest Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.