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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 		– Sell
-7,117
Closed -$602K – 856
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

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Curated Wealth Partners sold out of Graco (GGG) in Q2 2026, closing a stake of 7,117 shares — an estimated $602K sold.

Curated Wealth Partners first reported a position in GGG in Q4 2020 and held it in 21 quarters. The position peaked at $633K in Q1 2022. 182 funds tracked by Wall St. Rank hold GGG as of Q2 2026.

  • Curated Wealth Partners reported no remaining Graco position as of Q2 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 7,117 Graco shares in Q2 2026, an estimated $602K.
  • Curated Wealth Partners first reported a position in Graco in Q4 2020 and held it in 21 quarters.
  • Curated Wealth Partners's Graco position peaked at $633K in Q1 2022.
  • 182 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.