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 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

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

NWF Advisory Services's PG Position: Q1 2026 in Review

NWF Advisory Services reduced its Procter & Gamble (PG) stake by 5% in Q1 2026, selling an estimated $32.9K and leaving 4,107 shares worth $593K. The position accounts for 0.07% of the portfolio, ranked #183.

NWF Advisory Services first reported a position in PG in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.06M in Q4 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

NWF Advisory Services held 4,107 shares of Procter & Gamble worth $593K as of Q1 2026.
NWF Advisory Services sold 217 Procter & Gamble shares in Q1 2026, an estimated $32.9K.
Procter & Gamble made up 0.07% of NWF Advisory Services's portfolio in Q1 2026, its #183 holding.
NWF Advisory Services first reported a position in Procter & Gamble in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's Procter & Gamble position peaked at $1.06M in Q4 2024.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.