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Nvest Financial’s Procter & Gamble PG Stock Holding History

Nvest Financial’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 		$871K Buy
6,033
+3
+0% +$455 0.32% 67
2025
Q4 		$864K Buy
6,030
+853
+16% +$126K 0.36% 60
2025
Q3 		$795K Buy
5,177
+2,417
+88% +$377K 0.46% 54
2025
Q2 		$440K Sell
2,760
-445
-14% -$72.6K 0.23% 74
2025
Q1 		$546K Sell
3,205
-205
-6% -$34.3K 0.29% 64
2024
Q4 		$572K Sell
3,410
-170
-5% -$29K 0.29% 74
2024
Q3 		$620K Sell
3,580
-69
-2% -$11.7K 0.35% 62
2024
Q2 		$602K Buy
3,649
+48
+1% +$7.85K 0.37% 54
2024
Q1 		$584K Buy
3,601
+170
+5% +$26.7K 0.39% 53
2023
Q4 		$503K Buy
3,431
+52
+2% +$7.7K 0.4% 50
2023
Q3 		$493K Sell
3,379
-391
-10% -$59.7K 0.46% 41
2023
Q2 		$572K Buy
3,770
+15
+0.4% +$2.26K 0.5% 40
2023
Q1 		$558K Buy
3,755
+405
+12% +$57.9K 0.58% 40
2022
Q4 		$508K Buy
3,350
+474
+16% +$66.4K 0.64% 38
2022
Q3 		$363K Buy
2,876
+33
+1% +$4.69K 0.51% 40
2022
Q2 		$409K Buy
2,843
+17
+0.6% +$2.56K 0.43% 44
2022
Q1 		$432K Buy
+2,826
New +$442K 0.36% 54

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

Nvest Financial's PG Position: Q1 2026 in Review

Nvest Financial increased its Procter & Gamble (PG) stake by 0.05% in Q1 2026, buying an estimated $455 and bringing the position to 6,033 shares worth $871K. The position accounts for 0.32% of the portfolio, ranked #67.

Nvest Financial first reported a position in PG in Q1 2022 and has held it in 17 quarters since. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Nvest Financial held 6,033 shares of Procter & Gamble worth $871K as of Q1 2026.
  • Nvest Financial bought 3 Procter & Gamble shares in Q1 2026, an estimated $455.
  • Procter & Gamble made up 0.32% of Nvest Financial's portfolio in Q1 2026, its #67 holding.
  • Nvest Financial first reported a position in Procter & Gamble in Q1 2022 and has held it in 17 quarters since.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.