Northwest & Ethical Investments L.P. PG — PROCTER AND GAMBLE CO

Ownership history in Northwest & Ethical Investments L.P.  ·  8 quarters on record

AI Ownership Summary

Northwest & Ethical Investments L.P. reported PROCTER AND GAMBLE CO (PG) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.78% in 2025 Q1. The latest visible filing shows PG at 0.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Northwest & Ethical Investments L.P.'s position in PROCTER AND GAMBLE CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PG was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.78% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PG stock page Northwest & Ethical Investments L.P. fund profile Northwest & Ethical Investments L.P. full holdings
How Northwest & Ethical Investments L.P. held PG — position size vs. price
% of Fund (quarterly)    PG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 165,656 +65,324 +65.1% 0.55% $23.9M 2026-05-14 $141.65
2025 Q4 ADDED — — — 100,332 +1,863 +1.9% 0.32% $14.4M 2026-02-12 $158.82
2025 Q3 REDUCED 39.3% -5.2% ✅ 98,469 -63,729 -39.3% 0.36% $15.1M 2025-11-12 $144.79
2025 Q2 REDUCED — — — 162,198 -6,134 -3.6% 0.64% $25.8M 2025-08-13 $150.97
2025 Q1 ADDED — — — 168,332 +18,904 +12.7% 0.78% $28.7M 2025-05-13 $153.15
2024 Q4 ADDED — — — 149,428 +7,368 +5.2% 0.68% $25.1M 2025-02-11 $162.46
2024 Q3 ADDED — — — 142,060 +3,011 +2.2% 0.65% $24.6M 2024-11-14 $159.24
2024 Q2 INITIATED — — — 139,049 — — 0.66% $22.9M 2024-08-14 $159.93

🏢 Other funds also holding PG

As of 2026 Q2 — sorted by position size

Altium Investment Strategies LLC 21.32% Formidable Asset Management, LLC 3Y 7Y 5.8% Wealth Dimensions Group, Ltd. 3Y 5.36% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 4.97% HENGEHOLD CAPITAL MANAGEMENT LLC 3Y 7Y 4.69% Slocum, Gordon & Co LLP 4.66% Kellett Wealth Advisors, LLC 3Y 4.37% Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 4.12% Hamlin Capital Management, LLC 3Y 7Y 3.49% Quintet Private Bank (Europe) S.A. 3Y 3.35%

FAQ About Northwest & Ethical Investments L.P. and PG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Northwest & Ethical Investments L.P. reported owning PG?

Northwest & Ethical Investments L.P. reported PG across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported PG position in Northwest & Ethical Investments L.P.'s portfolio?

The largest reported portfolio weight for PG was 0.78% in 2025 Q1.

What is the latest reported PG position on this page?

The most recent filing on this page is 2026 Q1, when Northwest & Ethical Investments L.P. reported 165,656 shares, equal to 0.55% of portfolio, with an estimated market value of $23.9M.

What does the chart on this PG ownership page compare?

The chart compares Northwest & Ethical Investments L.P.'s quarterly PG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Northwest & Ethical Investments L.P. time their PG position?

Based on 13F filing dates vs. subsequent PG price moves, Northwest & Ethical Investments L.P. correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on PG relative to SPY over the holding period was -23.1%.

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