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CWS Financial Advisors’s Graco GGG Stock Holding History

CWS Financial 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 		$531K Hold
7,022
– – 0.12% 96
2026
Q1 		$594K Buy
7,022
+193
+3% +$17.1K 0.15% 82
2025
Q4 		$560K Buy
6,829
+1,329
+24% +$109K 0.15% 87
2025
Q3 		$467K Hold
5,500
– – 0.13% 89
2025
Q2 		$473K Buy
5,500
+83
+2% +$6.88K 0.14% 85
2025
Q1 		$452K Hold
5,417
– – 0.14% 81
2024
Q4 		$457K Hold
5,417
– – 0.15% 83
2024
Q3 		$474K Buy
5,417
+627
+13% +$51.4K 0.17% 67
2024
Q2 		$380K Buy
4,790
+52
+1% +$4.35K 0.15% 74
2024
Q1 		$443K Sell
4,738
-3,398
-42% -$301K 0.18% 59
2023
Q4 		$706K Sell
8,136
-3,222
-28% -$253K 0.26% 54
2023
Q3 		$828K Sell
11,358
-344
-3% -$27.2K 0.33% 49
2023
Q2 		$1.01M Sell
11,702
-190
-2% -$14.8K 0.38% 38
2023
Q1 		$868K Sell
11,892
-2,008
-14% -$139K 0.35% 43
2022
Q4 		$996K Buy
13,900
+929
+7% +$62K 0.43% 32
2022
Q3 		$778K Sell
12,971
-289
-2% -$18.5K 0.37% 44
2022
Q2 		$788K Sell
13,260
-388
-3% -$24.4K 0.36% 48
2022
Q1 		$952K Sell
13,648
-166
-1% -$12K 0.36% 41
2021
Q4 		$1.11M Buy
+13,814
New +$1.05M 0.39% 35
2021
Q2 		$1.03M Sell
13,572
-328
-2% -$24.6K 0.41% 34
2021
Q1 		$996K Sell
13,900
-4,695
-25% -$333K 0.43% 32
2020
Q4 		$1.34M Sell
18,595
-24
-0.1% -$1.6K 0.78% 14
2020
Q3 		$1.14M Hold
18,619
– – 0.76% 16
2020
Q2 		$894K Buy
18,619
+5,248
+39% +$247K 0.64% 23
2020
Q1 		$695K Hold
13,371
– – 0.51% 27
2019
Q4 		$695K Buy
+13,371
New +$638K 0.51% 27

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

CWS Financial Advisors's GGG Position: Q2 2026 in Review

CWS Financial Advisors held its Graco (GGG) position steady in Q2 2026 at 7,022 shares worth $531K. The position accounts for 0.12% of the portfolio, ranked #96.

CWS Financial Advisors first reported a position in GGG in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.34M in Q4 2020. 729 funds tracked by Wall St. Rank hold GGG as of Q2 2026.

  • CWS Financial Advisors held 7,022 shares of Graco worth $531K as of Q2 2026.
  • CWS Financial Advisors left its Graco share count unchanged in Q2 2026.
  • Graco made up 0.12% of CWS Financial Advisors's portfolio in Q2 2026, its #96 holding.
  • CWS Financial Advisors first reported a position in Graco in Q4 2019 and has held it in 26 quarters since.
  • CWS Financial Advisors's Graco position peaked at $1.34M in Q4 2020.
  • 729 funds tracked by Wall St. Rank held Graco as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.