CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Graham Corp GHM Stock Holding History

CAPTRUST Financial Advisors’s Portfolio GHM Stock Details GHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.1M Buy
+153,699
New +$12M 0.02% 488
2021
Q2 		– Sell
-63
Closed -$1K – 4559
2021
Q1 		$1K Buy
+63
New +$981 ﹤0.01% 4189

Other funds holding GHM

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors's GHM Position: Q1 2026 in Review

CAPTRUST Financial Advisors opened a new position in Graham Corp (GHM) in Q1 2026: 153,699 shares worth $12.1M. The stake represents 0.02% of the portfolio and ranks #488 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in GHM as recently as Q1 2021.

CAPTRUST Financial Advisors first reported a position in GHM in Q1 2021 and has held it in 2 quarters since. 179 funds tracked by Wall St. Rank hold GHM as of Q1 2026.

  • CAPTRUST Financial Advisors held 153,699 shares of Graham Corp worth $12.1M as of Q1 2026.
  • Graham Corp was a new CAPTRUST Financial Advisors position in Q1 2026.
  • Graham Corp made up 0.02% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #488 holding.
  • CAPTRUST Financial Advisors first reported a position in Graham Corp in Q1 2021 and has held it in 2 quarters since.
  • 179 funds tracked by Wall St. Rank held Graham Corp as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.