Cyndeo Wealth Partners’s W.W. Grainger GWW Stock Holding History

Cyndeo Wealth Partners’s Portfolio GWW Stock Details GWW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-238	Closed	-$240K	–	493
2025 Q4	$240K	Hold	238	–	–	0.01%	440
2025 Q3	$227K	Hold	238	–	–	0.01%	439
2025 Q2	$248K	Sell	238 -4	-2%	-$4.16K	0.01%	423
2025 Q1	$239K	Sell	242 -23	-9%	-$23.8K	0.02%	413
2024 Q4	$280K	Sell	265 -5	-2%	-$5.63K	0.02%	374
2024 Q3	$281K	Sell	270 -5	-2%	-$4.84K	0.02%	380
2024 Q2	$248K	Sell	275 -3	-1%	-$2.82K	0.02%	356
2024 Q1	$283K	Sell	278 -15	-5%	-$14K	0.02%	330
2023 Q4	$243K	Sell	293 -6	-2%	-$4.62K	0.02%	330
2023 Q3	$207K	Sell	299 -4	-1%	-$2.89K	0.02%	324
2023 Q2	$239K	Buy	+303	New	+$209K	0.03%	290

Other funds holding GWW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Cyndeo Wealth Partners's GWW Position: Q1 2026 in Review

Cyndeo Wealth Partners sold out of W.W. Grainger (GWW) in Q1 2026, closing a stake of 238 shares — an estimated $240K sold.

Cyndeo Wealth Partners first reported a position in GWW in Q2 2023 and held it in 11 quarters. The position peaked at $283K in Q1 2024. 1,263 funds tracked by Wall St. Rank hold GWW as of Q1 2026.

Cyndeo Wealth Partners reported no remaining W.W. Grainger position as of Q1 2026 after selling out during the quarter.
Cyndeo Wealth Partners sold 238 W.W. Grainger shares in Q1 2026, an estimated $240K.
Cyndeo Wealth Partners first reported a position in W.W. Grainger in Q2 2023 and held it in 11 quarters.
Cyndeo Wealth Partners's W.W. Grainger position peaked at $283K in Q1 2024.
1,263 funds tracked by Wall St. Rank held W.W. Grainger as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.