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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
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 $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

Mezzasalma Advisors's PG Position: Q1 2026 in Review

Mezzasalma Advisors reduced its Procter & Gamble (PG) stake by 0.59% in Q1 2026, selling an estimated $1.82K and leaving 2,030 shares worth $293K. The position accounts for 0.07% of the portfolio, ranked #128.

Mezzasalma Advisors first reported a position in PG in Q4 2020 and has held it in 22 quarters since. The position peaked at $458K in Q1 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Mezzasalma Advisors held 2,030 shares of Procter & Gamble worth $293K as of Q1 2026.
  • Mezzasalma Advisors sold 12 Procter & Gamble shares in Q1 2026, an estimated $1.82K.
  • Procter & Gamble made up 0.07% of Mezzasalma Advisors's portfolio in Q1 2026, its #128 holding.
  • Mezzasalma Advisors first reported a position in Procter & Gamble in Q4 2020 and has held it in 22 quarters since.
  • Mezzasalma Advisors's Procter & Gamble position peaked at $458K in Q1 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.