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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
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

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

Sierra Ocean's PG Position: Q1 2026 in Review

Sierra Ocean increased its Procter & Gamble (PG) stake by 19% in Q1 2026, buying an estimated $42.6K and bringing the position to 1,731 shares worth $250K. The position accounts for 0.21% of the portfolio, ranked #50.

Sierra Ocean first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $317K in Q4 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Sierra Ocean held 1,731 shares of Procter & Gamble worth $250K as of Q1 2026.
  • Sierra Ocean bought 281 Procter & Gamble shares in Q1 2026, an estimated $42.6K.
  • Procter & Gamble made up 0.21% of Sierra Ocean's portfolio in Q1 2026, its #50 holding.
  • Sierra Ocean first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Sierra Ocean's Procter & Gamble position peaked at $317K in Q4 2024.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Sierra Ocean's 13F filing for Q1 2026, filed 27 Apr 2026.