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Mezzasalma Advisors’s Procter & Gamble PG Stock Holding History

Mezzasalma Advisors’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 		$270K Sell
1,841
-189
-9% -$27.5K 0.05% 148
2026
Q1 		$293K Sell
2,030
-12
-0.6% -$1.82K 0.07% 128
2025
Q4 		$290K Sell
2,042
-109
-5% -$16.1K 0.07% 131
2025
Q3 		$331K Buy
2,151
+63
+3% +$9.84K 0.08% 124
2025
Q2 		$333K Sell
2,088
-600
-22% -$97.9K 0.1% 112
2025
Q1 		$458K Hold
2,688
– – 0.16% 83
2024
Q4 		$451K Buy
2,688
+1,008
+60% +$172K 0.15% 81
2024
Q3 		$291K Hold
1,680
– – 0.11% 68
2024
Q2 		$277K Sell
1,680
-528
-24% -$86.3K 0.12% 61
2024
Q1 		$358K Sell
2,208
-170
-7% -$26.7K 0.17% 65
2023
Q4 		$348K Sell
2,378
-211
-8% -$31.3K 0.19% 60
2023
Q3 		$378K Hold
2,589
– – 0.23% 53
2023
Q2 		$393K Buy
2,589
+141
+6% +$21.3K 0.24% 55
2023
Q1 		$364K Sell
2,448
-110
-4% -$15.7K 0.26% 55
2022
Q4 		$388K Sell
2,558
-40
-2% -$5.61K 0.34% 49
2022
Q3 		$328K Hold
2,598
– – 0.26% 53
2022
Q2 		$374K Hold
2,598
– – 0.32% 52
2022
Q1 		$397K Hold
2,598
– – 0.25% 52
2021
Q4 		$425K Sell
2,598
-227
-8% -$33.7K 0.23% 57
2021
Q3 		$395K Hold
2,825
– – 0.22% 55
2021
Q2 		$381K Sell
2,825
-60
-2% -$8.12K 0.21% 59
2021
Q1 		$391K Hold
2,885
– – 0.25% 54
2020
Q4 		$401K Buy
+2,885
New +$403K 0.26% 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 $3.38T AUM 44.17% 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

Mezzasalma Advisors's PG Position: Q2 2026 in Review

Mezzasalma Advisors reduced its Procter & Gamble (PG) stake by 9.3% in Q2 2026, selling an estimated $27.5K and leaving 1,841 shares worth $270K. The position accounts for 0.05% of the portfolio, ranked #148.

Mezzasalma Advisors first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $458K in Q1 2025. 4,037 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Mezzasalma Advisors held 1,841 shares of Procter & Gamble worth $270K as of Q2 2026.
  • Mezzasalma Advisors sold 189 Procter & Gamble shares in Q2 2026, an estimated $27.5K.
  • Procter & Gamble made up 0.05% of Mezzasalma Advisors's portfolio in Q2 2026, its #148 holding.
  • Mezzasalma Advisors first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • Mezzasalma Advisors's Procter & Gamble position peaked at $458K in Q1 2025.
  • 4,037 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.