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Sage Mountain Advisors’s Procter & Gamble PG Stock Holding History

Sage Mountain 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 		– Sell
-18,074
Closed -$2.59M – 494
2025
Q4 		$2.59M Sell
18,074
-1,755
-9% -$259K 0.14% 79
2025
Q3 		$3.05M Buy
19,829
+1,051
+6% +$164K 0.17% 71
2025
Q2 		$2.99M Buy
18,778
+2,111
+13% +$345K 0.19% 64
2025
Q1 		$2.84M Buy
16,667
+764
+5% +$128K 0.21% 60
2024
Q4 		$2.67M Buy
15,903
+2,594
+19% +$442K 0.19% 62
2024
Q3 		$2.31M Sell
13,309
-435
-3% -$73.8K 0.2% 61
2024
Q2 		$2.27M Buy
13,744
+2,216
+19% +$362K 0.21% 57
2024
Q1 		$1.87M Sell
11,528
-58
-0.5% -$9.1K 0.19% 59
2023
Q4 		$1.7M Buy
11,586
+544
+5% +$80.6K 0.2% 57
2023
Q3 		$1.61M Buy
11,042
+61
+0.6% +$9.32K 0.22% 54
2023
Q2 		$1.67M Buy
10,981
+683
+7% +$103K 0.24% 53
2023
Q1 		$1.53M Buy
10,298
+4,533
+79% +$648K 0.25% 48
2022
Q4 		$874K Buy
5,765
+594
+11% +$83.3K 0.2% 46
2022
Q3 		$653K Buy
5,171
+124
+2% +$17.6K 0.17% 50
2022
Q2 		$726K Buy
5,047
+274
+6% +$41.2K 0.13% 143
2022
Q1 		$729K Sell
4,773
-5,306
-53% -$830K 0.11% 183
2021
Q4 		$1.65M Buy
10,079
+17
+0.2% +$2.52K 0.2% 73
2021
Q3 		$1.41M Buy
10,062
+1,843
+22% +$261K 0.2% 86
2021
Q2 		$1.11M Buy
8,219
+1,535
+23% +$208K 0.18% 99
2021
Q1 		$905K Buy
6,684
+3,759
+129% +$490K 0.19% 92
2020
Q4 		$407K Buy
+2,925
New +$409K 0.13% 111

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

Sage Mountain Advisors's PG Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 18,074 shares — an estimated $2.59M sold.

Sage Mountain Advisors first reported a position in PG in Q4 2020 and held it in 21 quarters. The position peaked at $3.05M in Q3 2025. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 18,074 Procter & Gamble shares in Q1 2026, an estimated $2.59M.
  • Sage Mountain Advisors first reported a position in Procter & Gamble in Q4 2020 and held it in 21 quarters.
  • Sage Mountain Advisors's Procter & Gamble position peaked at $3.05M in Q3 2025.
  • 3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.