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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
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

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

Sierra Ocean's PG Position: Q2 2026 in Review

Sierra Ocean increased its Procter & Gamble (PG) stake by 1.3% in Q2 2026, buying an estimated $3.2K and bringing the position to 1,753 shares worth $257K. The position accounts for 0.18% of the portfolio, ranked #57.

Sierra Ocean first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $317K in Q4 2024. 4,023 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Sierra Ocean held 1,753 shares of Procter & Gamble worth $257K as of Q2 2026.
  • Sierra Ocean bought 22 Procter & Gamble shares in Q2 2026, an estimated $3.2K.
  • Procter & Gamble made up 0.18% of Sierra Ocean's portfolio in Q2 2026, its #57 holding.
  • Sierra Ocean first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Sierra Ocean's Procter & Gamble position peaked at $317K in Q4 2024.
  • 4,023 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Sierra Ocean's 13F filing for Q2 2026, filed 7 Aug 2026.