NWF Advisory Services
PG icon

NWF Advisory Services’s Procter & Gamble PG Stock Holding History

NWF Advisory 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
Q3 		$606K Buy
4,175
+77
+2% +$11.3K 0.06% 195
2026
Q2 		$601K Sell
4,098
-9
-0.2% -$1.31K 0.06% 199
2026
Q1 		$593K Sell
4,107
-217
-5% -$32.9K 0.07% 183
2025
Q4 		$620K Buy
4,324
+310
+8% +$45.7K 0.07% 177
2025
Q3 		$617K Sell
4,014
-2,209
-35% -$345K 0.07% 189
2025
Q2 		$991K Buy
6,223
+845
+16% +$138K 0.12% 130
2025
Q1 		$917K Sell
5,378
-966
-15% -$162K 0.13% 115
2024
Q4 		$1.06M Buy
6,344
+2,696
+74% +$459K 0.16% 84
2024
Q3 		$632K Buy
3,648
+581
+19% +$98.6K 0.09% 143
2024
Q2 		$506K Sell
3,067
-41
-1% -$6.7K 0.08% 155
2024
Q1 		$504K Sell
3,108
-40
-1% -$6.27K 0.08% 158
2023
Q4 		$461K Buy
3,148
+400
+15% +$59.2K 0.09% 154
2023
Q3 		$401K Buy
2,748
+120
+5% +$18.3K 0.09% 159
2023
Q2 		$399K Hold
2,628
– – 0.09% 159
2023
Q1 		$399K Buy
+2,628
New +$376K 0.09% 158

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

NWF Advisory Services's PG Position: Q3 2026 in Review

NWF Advisory Services increased its Procter & Gamble (PG) stake by 1.9% in Q3 2026, buying an estimated $11.3K and bringing the position to 4,175 shares worth $606K. The position accounts for 0.06% of the portfolio, ranked #195.

NWF Advisory Services first reported a position in PG in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.06M in Q4 2024. 1,271 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • NWF Advisory Services held 4,175 shares of Procter & Gamble worth $606K as of Q3 2026.
  • NWF Advisory Services bought 77 Procter & Gamble shares in Q3 2026, an estimated $11.3K.
  • Procter & Gamble made up 0.06% of NWF Advisory Services's portfolio in Q3 2026, its #195 holding.
  • NWF Advisory Services first reported a position in Procter & Gamble in Q1 2023 and has held it in 15 quarters since.
  • NWF Advisory Services's Procter & Gamble position peaked at $1.06M in Q4 2024.
  • 1,271 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.