Avantax Planning Partners’s W.W. Grainger GWW Stock Holding History

Avantax Planning Partners’s Portfolio GWW Stock Details GWW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$646K	Sell	475 -2	-0.4%	-$2.46K	0.02%	249
2026 Q1	$520K	Sell	477 -6	-1%	-$6.55K	0.01%	274
2025 Q4	$487K	Buy	483 +9	+2%	+$8.73K	0.01%	274
2025 Q3	$452K	Buy	474 +8	+2%	+$8.03K	0.01%	288
2025 Q2	$485K	Sell	466 -12	-3%	-$12.5K	0.02%	272
2025 Q1	$472K	Buy	478 +16	+3%	+$16.5K	0.02%	266
2024 Q4	$487K	Buy	462 +6	+1%	+$6.76K	0.02%	262
2024 Q3	$474K	Buy	456 +34	+8%	+$32.9K	0.02%	265
2024 Q2	$381K	Buy	422 +18	+4%	+$16.9K	0.01%	325
2024 Q1	$411K	Hold	404	–	–	0.01%	313
2023 Q4	$335K	Hold	404	–	–	0.01%	285
2023 Q3	$280K	Hold	404	–	–	0.01%	295
2023 Q2	$319K	Hold	404	–	–	0.01%	286
2023 Q1	$278K	Buy	+404	New	+$258K	0.01%	312
2018 Q2	–	Sell	-19	Closed	-$5K	–	728
2018 Q1	$5K	Buy	+19	New	+$4.97K	﹤0.01%	1320

Other funds holding GWW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avantax Planning Partners's GWW Position: Q2 2026 in Review

Avantax Planning Partners reduced its W.W. Grainger (GWW) stake by 0.42% in Q2 2026, selling an estimated $2.46K and leaving 475 shares worth $646K. The position accounts for 0.02% of the portfolio, ranked #249.

Avantax Planning Partners first reported a position in GWW in Q1 2018 and has held it in 15 quarters since. 1,356 funds tracked by Wall St. Rank hold GWW as of Q2 2026.

Avantax Planning Partners held 475 shares of W.W. Grainger worth $646K as of Q2 2026.
Avantax Planning Partners sold 2 W.W. Grainger shares in Q2 2026, an estimated $2.46K.
W.W. Grainger made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #249 holding.
Avantax Planning Partners first reported a position in W.W. Grainger in Q1 2018 and has held it in 15 quarters since.
1,356 funds tracked by Wall St. Rank held W.W. Grainger as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.