EWP
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Elevation Wealth Partners’s Graco GGG Stock Holding History

Elevation 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
Q3 		$45.4K Buy
591
+63
+12% +$4.92K 0.01% 420
2026
Q2 		$39.9K Buy
528
+508
+2,540% +$40.1K 0.01% 364
2026
Q1 		$1.69K Buy
20
+5
+33% +$443 ﹤0.01% 937
2025
Q4 		$1.23K Buy
+15
New +$1.23K ﹤0.01% 842

Other funds holding GGG

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

Elevation Wealth Partners's GGG Position: Q3 2026 in Review

Elevation Wealth Partners increased its Graco (GGG) stake by 12% in Q3 2026, buying an estimated $4.92K and bringing the position to 591 shares worth $45.4K. The position accounts for 0.01% of the portfolio, ranked #420.

Elevation Wealth Partners first reported a position in GGG in Q4 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold GGG as of Q3 2026.

  • Elevation Wealth Partners held 591 shares of Graco worth $45.4K as of Q3 2026.
  • Elevation Wealth Partners bought 63 Graco shares in Q3 2026, an estimated $4.92K.
  • Graco made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #420 holding.
  • Elevation Wealth Partners first reported a position in Graco in Q4 2025 and has held it in 4 quarters since.
  • 21 funds tracked by Wall St. Rank held Graco as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.