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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

NWF Advisory Services's PG Position: Q2 2026 in Review

NWF Advisory Services reduced its Procter & Gamble (PG) stake by 0.22% in Q2 2026, selling an estimated $1.31K and leaving 4,098 shares worth $601K. The position accounts for 0.06% of the portfolio, ranked #199.

NWF Advisory Services first reported a position in PG in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.06M in Q4 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

NWF Advisory Services held 4,098 shares of Procter & Gamble worth $601K as of Q2 2026.
NWF Advisory Services sold 9 Procter & Gamble shares in Q2 2026, an estimated $1.31K.
Procter & Gamble made up 0.06% of NWF Advisory Services's portfolio in Q2 2026, its #199 holding.
NWF Advisory Services first reported a position in Procter & Gamble in Q1 2023 and has held it in 14 quarters since.
NWF Advisory Services's Procter & Gamble position peaked at $1.06M in Q4 2024.
4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.