Concord Wealth Partners
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Concord Wealth Partners’s W.W. Grainger GWW Stock Holding History

Concord Wealth Partners’s Portfolio GWW Stock Details GWW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.23M Buy
2,593
+22
+0.9% +$29K 0.38% 62
2026
Q2 		$3.5M Sell
2,571
-150
-6% -$185K 0.4% 58
2026
Q1 		$2.97M Buy
2,721
+271
+11% +$296K 0.39% 65
2025
Q4 		$2.47M Buy
2,450
+133
+6% +$129K 0.32% 74
2025
Q3 		$2.21M Buy
2,317
+248
+12% +$249K 0.3% 78
2025
Q2 		$2.15M Sell
2,069
-283
-12% -$294K 0.31% 79
2025
Q1 		$2.32M Hold
2,352
– – 0.38% 66
2024
Q4 		$2.48M Buy
2,352
+204
+9% +$230K 0.41% 58
2024
Q3 		$2.23M Buy
2,148
+362
+20% +$350K 0.37% 61
2024
Q2 		$1.61M Buy
1,786
+494
+38% +$465K 0.28% 71
2024
Q1 		$1.31M Buy
1,292
+638
+98% +$595K 0.24% 83
2023
Q4 		$542K Buy
+654
New +$504K 0.11% 119
2022
Q3 		– Sell
-30
Closed -$14K – 555
2022
Q2 		$14K Hold
30
– – ﹤0.01% 617
2022
Q1 		$15K Buy
30
+24
+400% +$11.8K ﹤0.01% 685
2021
Q4 		$3K Buy
+6
New +$2.83K ﹤0.01% 1054

Other funds holding GWW

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Concord Wealth Partners increased its W.W. Grainger (GWW) stake by 0.86% in Q3 2026, buying an estimated $29K and bringing the position to 2,593 shares worth $3.23M. The position accounts for 0.38% of the portfolio, ranked #62.

Concord Wealth Partners first reported a position in GWW in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.5M in Q2 2026. 1,128 funds tracked by Wall St. Rank hold GWW as of Q3 2026.

  • Concord Wealth Partners held 2,593 shares of W.W. Grainger worth $3.23M as of Q3 2026.
  • Concord Wealth Partners bought 22 W.W. Grainger shares in Q3 2026, an estimated $29K.
  • W.W. Grainger made up 0.38% of Concord Wealth Partners's portfolio in Q3 2026, its #62 holding.
  • Concord Wealth Partners first reported a position in W.W. Grainger in Q4 2021 and has held it in 15 quarters since.
  • Concord Wealth Partners's W.W. Grainger position peaked at $3.5M in Q2 2026.
  • 1,128 funds tracked by Wall St. Rank held W.W. Grainger as of Q3 2026.

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