PNFS
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PW Nova Financial Services’s Procter & Gamble PG Stock Holding History

PW Nova 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 		$1.45M Buy
10,029
+1,226
+14% +$186K 0.36% 71
2025
Q4 		$1.25M Buy
+8,803
New +$1.3M 0.47% 47

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

PW Nova Financial Services's PG Position: Q1 2026 in Review

PW Nova Financial Services increased its Procter & Gamble (PG) stake by 14% in Q1 2026, buying an estimated $186K and bringing the position to 10,029 shares worth $1.45M. The position accounts for 0.36% of the portfolio, ranked #71.

PW Nova Financial Services first reported a position in PG in Q4 2025 and has held it in 2 quarters since. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • PW Nova Financial Services held 10,029 shares of Procter & Gamble worth $1.45M as of Q1 2026.
  • PW Nova Financial Services bought 1,226 Procter & Gamble shares in Q1 2026, an estimated $186K.
  • Procter & Gamble made up 0.36% of PW Nova Financial Services's portfolio in Q1 2026, its #71 holding.
  • PW Nova Financial Services first reported a position in Procter & Gamble in Q4 2025 and has held it in 2 quarters since.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on PW Nova Financial Services's 13F filing for Q1 2026, filed 16 Apr 2026.