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Bordeaux Wealth Advisors’s W.W. Grainger GWW Stock Holding History

Bordeaux Wealth Advisors’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
2025
Q2 		$340K Hold
327
– – 0.04% 118
2025
Q1 		$323K Buy
327
+7
+2% +$7.24K 0.06% 114
2024
Q4 		$337K Buy
320
+49
+18% +$55.2K 0.05% 110
2024
Q3 		$282K Buy
+271
New +$262K 0.05% 126

Other funds holding GWW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bordeaux Wealth Advisors's GWW Position: Q2 2025 in Review

Bordeaux Wealth Advisors held its W.W. Grainger (GWW) position steady in Q2 2025 at 327 shares worth $340K. The position accounts for 0.04% of the portfolio, ranked #118.

Bordeaux Wealth Advisors first reported a position in GWW in Q3 2024 and has held it in 4 quarters since. 1,253 funds tracked by Wall St. Rank hold GWW as of Q2 2025.

  • Bordeaux Wealth Advisors held 327 shares of W.W. Grainger worth $340K as of Q2 2025.
  • Bordeaux Wealth Advisors left its W.W. Grainger share count unchanged in Q2 2025.
  • W.W. Grainger made up 0.04% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #118 holding.
  • Bordeaux Wealth Advisors first reported a position in W.W. Grainger in Q3 2024 and has held it in 4 quarters since.
  • 1,253 funds tracked by Wall St. Rank held W.W. Grainger as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.