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Confluence Wealth Services’s Graco GGG Stock Holding History

Confluence Wealth Services’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 		$283K Buy
+3,740
New +$295K 0.01% 410
2024
Q3 		– Sell
-3,706
Closed -$294K – 348
2024
Q2 		$294K Buy
+3,706
New +$310K 0.02% 300
2022
Q1 		– Sell
-248
Closed -$19K – 590
2021
Q4 		$19K Buy
+248
New +$18.8K 0.01% 744

Other funds holding GGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Confluence Wealth Services's GGG Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in Graco (GGG) in Q2 2026: 3,740 shares worth $283K. The stake represents 0.01% of the portfolio and ranks #410 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in GGG as recently as Q2 2024.

Confluence Wealth Services first reported a position in GGG in Q4 2021 and has held it in 3 quarters since. The position peaked at $294K in Q2 2024. 729 funds tracked by Wall St. Rank hold GGG as of Q2 2026.

  • Confluence Wealth Services held 3,740 shares of Graco worth $283K as of Q2 2026.
  • Graco was a new Confluence Wealth Services position in Q2 2026.
  • Graco made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #410 holding.
  • Confluence Wealth Services first reported a position in Graco in Q4 2021 and has held it in 3 quarters since.
  • Confluence Wealth Services's Graco position peaked at $294K in Q2 2024.
  • 729 funds tracked by Wall St. Rank held Graco as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.