Center for Financial Planning’s Graco GGG Stock Holding History

Center for Financial Planning’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	-14	Closed	-$1.18K	–	725
2024 Q4	$1.18K	Buy	+14	New	+$1.21K	﹤0.01%	592
2021 Q2	–	Sell	-33	Closed	-$2K	–	513
2021 Q1	$2K	Hold	33	–	–	﹤0.01%	491
2020 Q4	$2K	Hold	33	–	–	﹤0.01%	436
2020 Q3	$2K	Hold	33	–	–	﹤0.01%	403
2020 Q2	$2K	Hold	33	–	–	﹤0.01%	409
2020 Q1	$2K	Hold	33	–	–	﹤0.01%	492
2019 Q4	$2K	Buy	+33	New	+$1.57K	﹤0.01%	426

Other funds holding GGG

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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 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 Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Center for Financial Planning's GGG Position: Q1 2025 in Review

Center for Financial Planning sold out of Graco (GGG) in Q1 2025, closing a stake of 14 shares — an estimated $1.18K sold.

Center for Financial Planning first reported a position in GGG in Q4 2019 and held it in 7 quarters. The position peaked at $2K in Q1 2021. 689 funds tracked by Wall St. Rank hold GGG as of Q1 2025.

Center for Financial Planning reported no remaining Graco position as of Q1 2025 after selling out during the quarter.
Center for Financial Planning sold 14 Graco shares in Q1 2025, an estimated $1.18K.
Center for Financial Planning first reported a position in Graco in Q4 2019 and held it in 7 quarters.
Center for Financial Planning's Graco position peaked at $2K in Q1 2021.
689 funds tracked by Wall St. Rank held Graco as of Q1 2025.

Based on Center for Financial Planning's 13F filing for Q1 2025, filed 22 Apr 2025.