MWM
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Mascagni Wealth Management’s Procter & Gamble PG Stock Holding History

Mascagni Wealth Management’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 		$403K Buy
2,750
+40
+1% +$5.82K 0.25% 89
2026
Q1 		$391K Sell
2,710
-531
-16% -$80.5K 0.28% 83
2025
Q4 		$464K Sell
3,241
-50
-2% -$7.37K 0.35% 72
2025
Q3 		$506K Hold
3,291
– – 0.39% 66
2025
Q2 		$524K Hold
3,291
– – 0.45% 63
2025
Q1 		$561K Hold
3,291
– – 0.56% 54
2024
Q4 		$561K Buy
+3,291
New +$560K 0.56% 54

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mascagni Wealth Management's PG Position: Q2 2026 in Review

Mascagni Wealth Management increased its Procter & Gamble (PG) stake by 1.5% in Q2 2026, buying an estimated $5.82K and bringing the position to 2,750 shares worth $403K. The position accounts for 0.25% of the portfolio, ranked #89.

Mascagni Wealth Management first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $561K in Q1 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Mascagni Wealth Management held 2,750 shares of Procter & Gamble worth $403K as of Q2 2026.
  • Mascagni Wealth Management bought 40 Procter & Gamble shares in Q2 2026, an estimated $5.82K.
  • Procter & Gamble made up 0.25% of Mascagni Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Mascagni Wealth Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Mascagni Wealth Management's Procter & Gamble position peaked at $561K in Q1 2025.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Mascagni Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.