Curated Wealth Partners’s Graco GGG Stock Holding History

Curated 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 Q2	$492K	Sell	6,510 -607	-9%	-$47.9K	0.06%	107
2026 Q1	$602K	Sell	7,117 -64	-0.9%	-$5.67K	0.08%	104
2025 Q4	$589K	Buy	7,181 +1,975	+38%	+$163K	0.06%	105
2025 Q3	$442K	Hold	5,206	–	–	0.05%	99
2025 Q2	$448K	Hold	5,206	–	–	0.05%	101
2025 Q1	$435K	Hold	5,206	–	–	0.06%	98
2024 Q4	$439K	Hold	5,206	–	–	0.05%	96
2024 Q3	$456K	Hold	5,206	–	–	0.06%	88
2024 Q2	$413K	Buy	+5,206	New	+$436K	0.06%	89
2024 Q1	–	Sell	-6,826	Closed	-$604K	–	191
2023 Q4	$592K	Sell	6,826 -212	-3%	-$16.7K	0.1%	82
2023 Q3	$513K	Hold	7,038	–	–	0.09%	74
2023 Q2	$608K	Hold	7,038	–	–	0.12%	65
2023 Q1	$514K	Hold	7,038	–	–	0.12%	68
2022 Q4	$473K	Hold	7,038	–	–	0.11%	68
2022 Q3	$422K	Sell	7,038 -233	-3%	-$15K	0.12%	68
2022 Q2	$432K	Sell	7,271 -569	-7%	-$35.8K	0.13%	77
2022 Q1	$633K	Hold	7,840	–	–	0.21%	62
2021 Q4	$633K	Hold	7,840	–	–	0.2%	64
2021 Q3	$549K	Hold	7,840	–	–	0.31%	67
2021 Q2	$593K	Hold	7,840	–	–	0.32%	60
2021 Q1	$562K	Buy	7,840 +557	+8%	+$39.5K	0.35%	57
2020 Q4	$527K	Buy	+7,283	New	+$487K	0.34%	55

Other funds holding GGG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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) 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

Curated Wealth Partners's GGG Position: Q2 2026 in Review

Curated Wealth Partners reduced its Graco (GGG) stake by 8.5% in Q2 2026, selling an estimated $47.9K and leaving 6,510 shares worth $492K. The position accounts for 0.06% of the portfolio, ranked #107.

Curated Wealth Partners first reported a position in GGG in Q4 2020 and has held it in 22 quarters since. The position peaked at $633K in Q1 2022. 729 funds tracked by Wall St. Rank hold GGG as of Q2 2026.

Curated Wealth Partners held 6,510 shares of Graco worth $492K as of Q2 2026.
Curated Wealth Partners sold 607 Graco shares in Q2 2026, an estimated $47.9K.
Graco made up 0.06% of Curated Wealth Partners's portfolio in Q2 2026, its #107 holding.
Curated Wealth Partners first reported a position in Graco in Q4 2020 and has held it in 22 quarters since.
Curated Wealth Partners's Graco position peaked at $633K in Q1 2022.
729 funds tracked by Wall St. Rank held Graco as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.