Bogart Wealth LLC’s Graco GGG Stock Holding History

Bogart Wealth LLC’s Portfolio GGG Stock Details GGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.25K	Sell	43 -11	-20%	-$868	﹤0.01%	1331
2026 Q1	$4.57K	Sell	54 -1	-2%	-$89	﹤0.01%	1084
2025 Q4	$4.51K	Buy	55 +12	+28%	+$987	﹤0.01%	1022
2025 Q3	$3.65K	Hold	43	–	–	﹤0.01%	1038
2025 Q2	$3.7K	Hold	43	–	–	﹤0.01%	1003
2025 Q1	$3.59K	Sell	43 -6	-12%	-$508	﹤0.01%	964
2024 Q4	$4.13K	Buy	49 +6	+14%	+$520	﹤0.01%	931
2024 Q3	$3.76K	Hold	43	–	–	﹤0.01%	881
2024 Q2	$3.41K	Hold	43	–	–	﹤0.01%	859
2024 Q1	$4.02K	Hold	43	–	–	﹤0.01%	809
2023 Q4	$3.73K	Hold	43	–	–	﹤0.01%	806
2023 Q3	$3.13K	Hold	43	–	–	﹤0.01%	821
2023 Q2	$3.71K	Hold	43	–	–	﹤0.01%	781
2023 Q1	$3.14K	Buy	+43	New	+$2.99K	﹤0.01%	826

Other funds holding GGG

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Bogart Wealth LLC's GGG Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Graco (GGG) stake by 20% in Q2 2026, selling an estimated $868 and leaving 43 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Bogart Wealth LLC first reported a position in GGG in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.57K in Q1 2026. 725 funds tracked by Wall St. Rank hold GGG as of Q2 2026.

Bogart Wealth LLC held 43 shares of Graco worth $3.25K as of Q2 2026.
Bogart Wealth LLC sold 11 Graco shares in Q2 2026, an estimated $868.
Graco made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1331 holding.
Bogart Wealth LLC first reported a position in Graco in Q1 2023 and has held it in 14 quarters since.
Bogart Wealth LLC's Graco position peaked at $4.57K in Q1 2026.
725 funds tracked by Wall St. Rank held Graco as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.