Sierra Ocean
PG icon

Sierra Ocean’s Procter & Gamble PG Stock Holding History

Sierra Ocean’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
Q3 		$242K Sell
1,669
-84
-5% -$12.3K 0.15% 61
2026
Q2 		$257K Buy
1,753
+22
+1% +$3.2K 0.18% 57
2026
Q1 		$250K Buy
1,731
+281
+19% +$42.6K 0.21% 50
2025
Q4 		$208K Sell
1,450
-306
-17% -$45.1K 0.17% 56
2025
Q3 		$270K Buy
1,756
+84
+5% +$13.1K 0.23% 53
2025
Q2 		$266K Sell
1,672
-141
-8% -$23K 0.19% 54
2025
Q1 		$309K Sell
1,813
-78
-4% -$13.1K 0.24% 45
2024
Q4 		$317K Buy
+1,891
New +$322K 0.26% 43

Other funds holding PG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sierra Ocean's PG Position: Q3 2026 in Review

Sierra Ocean reduced its Procter & Gamble (PG) stake by 4.8% in Q3 2026, selling an estimated $12.3K and leaving 1,669 shares worth $242K. The position accounts for 0.15% of the portfolio, ranked #61.

Sierra Ocean first reported a position in PG in Q4 2024 and has held it in 8 quarters since. The position peaked at $317K in Q4 2024. 2,830 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Sierra Ocean held 1,669 shares of Procter & Gamble worth $242K as of Q3 2026.
  • Sierra Ocean sold 84 Procter & Gamble shares in Q3 2026, an estimated $12.3K.
  • Procter & Gamble made up 0.15% of Sierra Ocean's portfolio in Q3 2026, its #61 holding.
  • Sierra Ocean first reported a position in Procter & Gamble in Q4 2024 and has held it in 8 quarters since.
  • Sierra Ocean's Procter & Gamble position peaked at $317K in Q4 2024.
  • 2,830 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Sierra Ocean's 13F filing for Q3 2026, filed 3 Nov 2026.