EP Wealth Advisors’s Graco GGG Stock Holding History

EP Wealth 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	$418K	Sell	5,528 -2,295	-29%	-$181K	﹤0.01%	1113
2026 Q1	$662K	Buy	7,823 +539	+7%	+$47.7K	﹤0.01%	788
2025 Q4	$597K	Buy	+7,284	New	+$599K	﹤0.01%	798
2025 Q2	$578K	Buy	6,727 +1,761	+35%	+$146K	﹤0.01%	731
2025 Q1	$415K	Sell	4,966 -664	-12%	-$56.2K	﹤0.01%	775
2024 Q4	$475K	Buy	5,630 +1,320	+31%	+$114K	﹤0.01%	709
2024 Q3	$377K	Sell	4,310 -416	-9%	-$34.1K	﹤0.01%	778
2024 Q2	$375K	Sell	4,726 -4	-0.1%	-$335	﹤0.01%	598
2024 Q1	$442K	Sell	4,730 -616	-12%	-$54.5K	0.01%	541
2023 Q4	$464K	Buy	5,346 +101	+2%	+$7.94K	0.01%	505
2023 Q3	$382K	Sell	5,245 -34,255	-87%	-$2.71M	0.01%	511
2023 Q2	$453K	Buy	+39,500	New	+$3.07M	0.01%	486

Other funds holding GGG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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) 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

EP Wealth Advisors's GGG Position: Q2 2026 in Review

EP Wealth Advisors reduced its Graco (GGG) stake by 29% in Q2 2026, selling an estimated $181K and leaving 5,528 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

EP Wealth Advisors first reported a position in GGG in Q2 2023 and has held it in 12 quarters since. The position peaked at $662K in Q1 2026. 729 funds tracked by Wall St. Rank hold GGG as of Q2 2026.

EP Wealth Advisors held 5,528 shares of Graco worth $418K as of Q2 2026.
EP Wealth Advisors sold 2,295 Graco shares in Q2 2026, an estimated $181K.
Graco made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1113 holding.
EP Wealth Advisors first reported a position in Graco in Q2 2023 and has held it in 12 quarters since.
EP Wealth Advisors's Graco position peaked at $662K in Q1 2026.
729 funds tracked by Wall St. Rank held Graco as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.