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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
Q2 		– Sell
-2,459
Closed -$355K – 1055
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 $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

Mirabella Financial Services's PG Position: Q2 2026 in Review

Mirabella Financial Services sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 2,459 shares — an estimated $355K sold.

Mirabella Financial Services first reported a position in PG in Q4 2019 and held it in 15 quarters. The position peaked at $5M in Q4 2019. 4,035 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Mirabella Financial Services reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 2,459 Procter & Gamble shares in Q2 2026, an estimated $355K.
  • Mirabella Financial Services first reported a position in Procter & Gamble in Q4 2019 and held it in 15 quarters.
  • Mirabella Financial Services's Procter & Gamble position peaked at $5M in Q4 2019.
  • 4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.