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TrueNorth Wealth & Impact, LLC’s Procter & Gamble PG Stock Holding History

TrueNorth Wealth & Impact, LLC’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 		$859K Buy
+5,913
New +$866K 0.33% 61

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Morgan Stanley
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
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JP Morgan Chase
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Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's PG Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Procter & Gamble (PG) in Q3 2026: 5,913 shares worth $859K. The stake represents 0.33% of the portfolio and ranks #61 among its holdings.

3,574 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • TrueNorth Wealth & Impact, LLC held 5,913 shares of Procter & Gamble worth $859K as of Q3 2026.
  • Procter & Gamble was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
  • Procter & Gamble made up 0.33% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #61 holding.
  • 3,574 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.