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Mirabella Financial Services’s Procter & Gamble PG Stock Holding History

Mirabella Financial Services’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 		$355K Buy
+2,459
New +$373K 0.03% 410
2024
Q2 		– Sell
-9,566
Closed -$1.55M – 634
2024
Q1 		$1.55M Buy
9,566
+3,581
+60% +$562K 0.11% 144
2023
Q4 		$877K Buy
5,985
+3,942
+193% +$584K 0.12% 143
2023
Q3 		$298K Sell
2,043
-14,343
-88% -$2.19M 0.04% 282
2023
Q2 		$2.49M Buy
16,386
+14,919
+1,017% +$2.25M 0.27% 112
2023
Q1 		$218K Buy
+1,467
New +$210K 0.03% 347
2022
Q3 		– Sell
-1,455
Closed -$209K – 503
2022
Q2 		$209K Sell
1,455
-11,323
-89% -$1.7M 0.02% 418
2022
Q1 		$1.95M Buy
12,778
+1,769
+16% +$277K 0.22% 92
2021
Q4 		$1.8M Buy
11,009
+8,445
+329% +$1.25M 0.18% 119
2021
Q3 		$358K Buy
+2,564
New +$363K 0.05% 286
2021
Q2 		– Sell
-9,323
Closed -$1.26M – 383
2021
Q1 		$1.26M Sell
9,323
-19,712
-68% -$2.57M 0.39% 77
2020
Q4 		$4.04M Buy
+29,035
New +$4.06M 0.5% 79
2020
Q3 		– Sell
-4,524
Closed -$541K – 416
2020
Q2 		$541K Sell
4,524
-19,286
-81% -$2.25M 0.13% 86
2020
Q1 		$2.62M Sell
23,810
-16,190
-40% -$1.94M 1.51% 27
2019
Q4 		$5M Buy
+40,000
New +$4.89M 0.9% 27

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

Mirabella Financial Services's PG Position: Q1 2026 in Review

Mirabella Financial Services opened a new position in Procter & Gamble (PG) in Q1 2026: 2,459 shares worth $355K. The stake represents 0.03% of the portfolio and ranks #410 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in PG as recently as Q1 2024.

Mirabella Financial Services first reported a position in PG in Q4 2019 and has held it in 15 quarters since. The position peaked at $5M in Q4 2019. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Mirabella Financial Services held 2,459 shares of Procter & Gamble worth $355K as of Q1 2026.
  • Procter & Gamble was a new Mirabella Financial Services position in Q1 2026.
  • Procter & Gamble made up 0.03% of Mirabella Financial Services's portfolio in Q1 2026, its #410 holding.
  • Mirabella Financial Services first reported a position in Procter & Gamble in Q4 2019 and has held it in 15 quarters since.
  • Mirabella Financial Services's Procter & Gamble position peaked at $5M in Q4 2019.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.