Northwest Wealth Management’s Procter & Gamble PG Stock Holding History

Northwest Wealth Management’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	$375K	Buy	2,559 +700	+38%	+$102K	0.05%	172
2026 Q1	$269K	Sell	1,859 -431	-19%	-$65.3K	0.04%	201
2025 Q4	$328K	Buy	2,290 +171	+8%	+$25.2K	0.05%	178
2025 Q3	$326K	Buy	2,119 +58	+3%	+$9.06K	0.05%	144
2025 Q2	$328K	Buy	2,061 +53	+3%	+$8.65K	0.06%	139
2025 Q1	$342K	Sell	2,008 -10	-0.5%	-$1.68K	0.07%	127
2024 Q4	$338K	Buy	2,018 +15	+0.7%	+$2.56K	0.07%	118
2024 Q3	$347K	Sell	2,003 -29	-1%	-$4.92K	0.08%	110
2024 Q2	$335K	Buy	2,032 +18	+0.9%	+$2.94K	0.09%	115
2024 Q1	$327K	Sell	2,014 -129	-6%	-$20.2K	0.09%	118
2023 Q4	$314K	Buy	2,143 +300	+16%	+$44.4K	0.09%	118
2023 Q3	$269K	Sell	1,843 -85	-4%	-$13K	0.1%	124
2023 Q2	$292K	Buy	1,928 +2	+0.1%	+$301	0.11%	119
2023 Q1	$286K	Buy	1,926 +277	+17%	+$39.6K	0.11%	115
2022 Q4	$250K	Buy	1,649 +56	+4%	+$7.85K	0.11%	119
2022 Q3	$201K	Sell	1,593 -112	-7%	-$15.9K	0.09%	133
2022 Q2	$245K	Buy	1,705 +140	+9%	+$21K	0.11%	121
2022 Q1	$239K	Buy	+1,565	New	+$245K	0.12%	118
2021 Q3	–	Sell	-2,272	Closed	-$307K	–	131
2021 Q2	$307K	Buy	+2,272	New	+$307K	0.16%	98
2021 Q1	–	Sell	-2,420	Closed	-$337K	–	111
2020 Q4	$337K	Buy	2,420 +7	+0.3%	+$978	0.23%	86
2020 Q3	$335K	Buy	2,413 +8	+0.3%	+$1.06K	0.28%	78
2020 Q2	$288K	Buy	2,405 +127	+6%	+$14.8K	0.25%	76
2020 Q1	$251K	Sell	2,278 -55	-2%	-$6.6K	0.25%	72
2019 Q4	$291K	Buy	2,333 +7	+0.3%	+$856	0.27%	78
2019 Q3	$289K	Sell	2,326 -195	-8%	-$23K	0.24%	94
2019 Q2	$276K	Buy	2,521 +8	+0.3%	+$853	0.22%	92
2019 Q1	$262K	Sell	2,513 -93	-4%	-$9.05K	0.2%	91
2018 Q4	$240K	Buy	2,606 +8	+0.3%	+$715	0.2%	92
2018 Q3	$216K	Buy	2,598 +9	+0.3%	+$736	0.16%	107
2018 Q2	$202K	Buy	2,589 +10	+0.4%	+$753	0.15%	109
2018 Q1	$205K	Buy	+2,579	New	+$215K	0.15%	108
2017 Q3	–	Sell	-2,556	Closed	-$223K	–	84
2017 Q2	$223K	Buy	2,556 +8	+0.3%	+$705	0.2%	91
2017 Q1	$229K	Buy	2,548 +158	+7%	+$14K	0.21%	86
2016 Q4	$201K	Buy	+2,390	New	+$204K	0.2%	84

Other funds holding PG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Northwest Wealth Management's PG Position: Q2 2026 in Review

Northwest Wealth Management increased its Procter & Gamble (PG) stake by 38% in Q2 2026, buying an estimated $102K and bringing the position to 2,559 shares worth $375K. The position accounts for 0.05% of the portfolio, ranked #172.

Northwest Wealth Management first reported a position in PG in Q4 2016 and has held it in 34 quarters since. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Northwest Wealth Management held 2,559 shares of Procter & Gamble worth $375K as of Q2 2026.
Northwest Wealth Management bought 700 Procter & Gamble shares in Q2 2026, an estimated $102K.
Procter & Gamble made up 0.05% of Northwest Wealth Management's portfolio in Q2 2026, its #172 holding.
Northwest Wealth Management first reported a position in Procter & Gamble in Q4 2016 and has held it in 34 quarters since.
761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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