Rothwell Investment Advisors, LLC’s Graham Holdings Company GHC Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio GHC Stock Details GHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.13K	Buy	+7	New	+$8.15K	﹤0.01%	808

Other funds holding GHC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Rothwell Investment Advisors, LLC's GHC Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Graham Holdings Company (GHC) in Q3 2026: 7 shares worth $8.13K. The stake represents ﹤0.01% of the portfolio and ranks #808 among its holdings.

149 funds tracked by Wall St. Rank hold GHC as of Q3 2026.

Rothwell Investment Advisors, LLC held 7 shares of Graham Holdings Company worth $8.13K as of Q3 2026.
Graham Holdings Company was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Graham Holdings Company made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #808 holding.
149 funds tracked by Wall St. Rank held Graham Holdings Company as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.