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Concurrent Investment Advisors’s Graco GGG Stock Holding History

Concurrent Investment 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
2026
Q2 		$1.1M Buy
14,511
+4,268
+42% +$337K 0.01% 968
2026
Q1 		$867K Buy
10,243
+919
+10% +$81.4K 0.01% 935
2025
Q4 		$764K Buy
+9,324
New +$767K 0.01% 951

Other funds holding GGG

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Concurrent Investment Advisors's GGG Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Graco (GGG) stake by 42% in Q2 2026, buying an estimated $337K and bringing the position to 14,511 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #968.

Concurrent Investment Advisors first reported a position in GGG in Q4 2025 and has held it in 3 quarters since. 306 funds tracked by Wall St. Rank hold GGG as of Q2 2026.

  • Concurrent Investment Advisors held 14,511 shares of Graco worth $1.1M as of Q2 2026.
  • Concurrent Investment Advisors bought 4,268 Graco shares in Q2 2026, an estimated $337K.
  • Graco made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #968 holding.
  • Concurrent Investment Advisors first reported a position in Graco in Q4 2025 and has held it in 3 quarters since.
  • 306 funds tracked by Wall St. Rank held Graco as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.