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

Elevation 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 Q3	$34.9K	Buy	28 +2	+8%	+$2.64K	0.01%	489
2026 Q2	$35.4K	Buy	26 +21	+420%	+$25.9K	0.01%	398
2026 Q1	$5.46K	Hold	5	–	–	﹤0.01%	682
2025 Q4	$5.05K	Buy	5 +3	+150%	+$2.91K	﹤0.01%	628
2025 Q3	$1.91K	Buy	+2	New	+$2.01K	﹤0.01%	655

Other funds holding GWW

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

SCM

Spring Capital Management Amarillo, Texas $208M AUM 11.98% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

HFAS

Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

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

Elevation Wealth Partners increased its W.W. Grainger (GWW) stake by 7.7% in Q3 2026, buying an estimated $2.64K and bringing the position to 28 shares worth $34.9K. The position accounts for 0.01% of the portfolio, ranked #489.

Elevation Wealth Partners first reported a position in GWW in Q3 2025 and has held it in 5 quarters since. The position peaked at $35.4K in Q2 2026. 56 funds tracked by Wall St. Rank hold GWW as of Q3 2026.

Elevation Wealth Partners held 28 shares of W.W. Grainger worth $34.9K as of Q3 2026.
Elevation Wealth Partners bought 2 W.W. Grainger shares in Q3 2026, an estimated $2.64K.
W.W. Grainger made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #489 holding.
Elevation Wealth Partners first reported a position in W.W. Grainger in Q3 2025 and has held it in 5 quarters since.
Elevation Wealth Partners's W.W. Grainger position peaked at $35.4K in Q2 2026.
56 funds tracked by Wall St. Rank held W.W. Grainger as of Q3 2026.

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