Clifford Swan Investment Counsel’s Generac Holdings GNRC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.11M Sell
14,045
-260
-2% -$65.1K 0.13% 127
2026
Q1
$2.79M Sell
14,305
-155
-1% -$29.8K 0.1% 138
2025
Q4
$1.97M Buy
14,460
+450
+3% +$72.6K 0.07% 152
2025
Q3
$2.35M Hold
14,010
0.08% 140
2025
Q2
$2.01M Buy
+14,010
New +$1.71M 0.07% 146

Other funds holding GNRC

Clifford Swan Investment Counsel's GNRC Position: Q2 2026 in Review

Clifford Swan Investment Counsel reduced its Generac Holdings (GNRC) stake by 1.8% in Q2 2026, selling an estimated $65.1K and leaving 14,045 shares worth $4.11M. The position accounts for 0.13% of the portfolio, ranked #127.

Clifford Swan Investment Counsel first reported a position in GNRC in Q2 2025 and has held it in 5 quarters since. 997 funds tracked by Wall St. Rank hold GNRC as of Q2 2026.

  • Clifford Swan Investment Counsel held 14,045 shares of Generac Holdings worth $4.11M as of Q2 2026.
  • Clifford Swan Investment Counsel sold 260 Generac Holdings shares in Q2 2026, an estimated $65.1K.
  • Generac Holdings made up 0.13% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #127 holding.
  • Clifford Swan Investment Counsel first reported a position in Generac Holdings in Q2 2025 and has held it in 5 quarters since.
  • 997 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.