Novak & Powell Financial Services’s Procter & Gamble PG Stock Holding History

Novak & Powell Financial Services’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	$1.32M	Buy	9,173 +268	+3%	+$40.6K	0.71%	38
2025 Q4	$1.28M	Sell	8,905 -8	-0.1%	-$1.18K	0.67%	38
2025 Q3	$1.37M	Sell	8,913 -35	-0.4%	-$5.47K	0.72%	35
2025 Q2	$1.43M	Buy	8,948 +9	+0.1%	+$1.47K	0.99%	21
2025 Q1	$1.52M	Buy	8,939 +89	+1%	+$14.9K	0.95%	25
2024 Q4	$1.48M	Sell	8,850 -2,864	-24%	-$488K	0.88%	29
2024 Q3	$2.03M	Buy	11,714 +8	+0.1%	+$1.36K	1.18%	20
2024 Q2	$1.93M	Sell	11,706 -105	-0.9%	-$17.2K	1.2%	19
2024 Q1	$1.92M	Sell	11,811 -17	-0.1%	-$2.67K	1.43%	14
2023 Q4	$1.73M	Buy	+11,828	New	+$1.75M	1.16%	20

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

Novak & Powell Financial Services's PG Position: Q1 2026 in Review

Novak & Powell Financial Services increased its Procter & Gamble (PG) stake by 3% in Q1 2026, buying an estimated $40.6K and bringing the position to 9,173 shares worth $1.32M. The position accounts for 0.71% of the portfolio, ranked #38.

Novak & Powell Financial Services first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.03M in Q3 2024. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Novak & Powell Financial Services held 9,173 shares of Procter & Gamble worth $1.32M as of Q1 2026.
Novak & Powell Financial Services bought 268 Procter & Gamble shares in Q1 2026, an estimated $40.6K.
Procter & Gamble made up 0.71% of Novak & Powell Financial Services's portfolio in Q1 2026, its #38 holding.
Novak & Powell Financial Services first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's Procter & Gamble position peaked at $2.03M in Q3 2024.
3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.