Concord Wealth Partners’s Graco GGG Stock Holding History

Concord Wealth Partners’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
2026 Q3	$2.61K	Hold	34	–	–	﹤0.01%	690
2026 Q2	$2.57K	Buy	+34	New	+$2.68K	﹤0.01%	727
2026 Q1	–	Sell	-34	Closed	-$2.79K	–	421
2025 Q4	$2.79K	Hold	34	–	–	﹤0.01%	683
2025 Q3	$2.89K	Hold	34	–	–	﹤0.01%	686
2025 Q2	$2.92K	Buy	34 +8	+31%	+$663	﹤0.01%	690
2025 Q1	$2.17K	Sell	26 -2	-7%	-$169	﹤0.01%	669
2024 Q4	$2.36K	Hold	28	–	–	﹤0.01%	694
2024 Q3	$2.45K	Buy	28 +2	+8%	+$164	﹤0.01%	724
2024 Q2	$2.06K	Hold	26	–	–	﹤0.01%	665
2024 Q1	$2.43K	Hold	26	–	–	﹤0.01%	731
2023 Q4	$2.26K	Sell	26 -17	-40%	-$1.34K	﹤0.01%	702
2023 Q3	$3.13K	Hold	43	–	–	﹤0.01%	795
2023 Q2	$3.71K	Hold	43	–	–	﹤0.01%	765
2023 Q1	$3.14K	Hold	43	–	–	﹤0.01%	745
2022 Q4	$2.89K	Buy	+43	New	+$2.87K	﹤0.01%	871
2022 Q3	–	Sell	-74	Closed	-$4K	–	532
2022 Q2	$4K	Hold	74	–	–	﹤0.01%	868
2022 Q1	$5K	Buy	74 +31	+72%	+$2.23K	﹤0.01%	904
2021 Q4	$3K	Hold	43	–	–	﹤0.01%	1051
2021 Q3	$3K	Hold	43	–	–	﹤0.01%	683
2021 Q2	$3K	Hold	43	–	–	﹤0.01%	814
2021 Q1	$3K	Buy	43 +17	+65%	+$1.21K	﹤0.01%	755
2020 Q4	$2K	Buy	+26	New	+$1.74K	﹤0.01%	529

Other funds holding GGG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Concord Wealth Partners's GGG Position: Q3 2026 in Review

Concord Wealth Partners held its Graco (GGG) position steady in Q3 2026 at 34 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Concord Wealth Partners first reported a position in GGG in Q4 2020 and has held it in 22 quarters since. The position peaked at $5K in Q1 2022. 380 funds tracked by Wall St. Rank hold GGG as of Q3 2026.

Concord Wealth Partners held 34 shares of Graco worth $2.61K as of Q3 2026.
Concord Wealth Partners left its Graco share count unchanged in Q3 2026.
Graco made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #690 holding.
Concord Wealth Partners first reported a position in Graco in Q4 2020 and has held it in 22 quarters since.
Concord Wealth Partners's Graco position peaked at $5K in Q1 2022.
380 funds tracked by Wall St. Rank held Graco as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.