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Carolina Wealth Advisors’s Graco GGG Stock Holding History

Carolina Wealth Advisors’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
2025
Q1 		– Sell
-4
Closed -$337 – 294
2024
Q4 		$337 Hold
4
– – ﹤0.01% 282
2024
Q3 		$350 Buy
+4
New +$328 ﹤0.01% 321

Other funds holding GGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Carolina Wealth Advisors's GGG Position: Q1 2025 in Review

Carolina Wealth Advisors sold out of Graco (GGG) in Q1 2025, closing a stake of 4 shares — an estimated $337 sold.

Carolina Wealth Advisors first reported a position in GGG in Q3 2024 and held it in 2 quarters. The position peaked at $350 in Q3 2024. 689 funds tracked by Wall St. Rank hold GGG as of Q1 2025.

  • Carolina Wealth Advisors reported no remaining Graco position as of Q1 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 4 Graco shares in Q1 2025, an estimated $337.
  • Carolina Wealth Advisors first reported a position in Graco in Q3 2024 and held it in 2 quarters.
  • Carolina Wealth Advisors's Graco position peaked at $350 in Q3 2024.
  • 689 funds tracked by Wall St. Rank held Graco as of Q1 2025.

Based on Carolina Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.