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Forum Financial Management’s Graco GGG Stock Holding History

Forum Financial Management’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
Q1 		– Sell
-3,439
Closed -$282K – 599
2025
Q4 		$282K Sell
3,439
-8
-0.2% -$658 ﹤0.01% 780
2025
Q3 		$293K Buy
3,447
+200
+6% +$17.1K ﹤0.01% 756
2025
Q2 		$279K Buy
3,247
+306
+10% +$25.4K ﹤0.01% 712
2025
Q1 		$246K Buy
2,941
+77
+3% +$6.52K ﹤0.01% 707
2024
Q4 		$241K Buy
+2,864
New +$248K ﹤0.01% 749

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Forum Financial Management's GGG Position: Q1 2026 in Review

Forum Financial Management sold out of Graco (GGG) in Q1 2026, closing a stake of 3,439 shares — an estimated $282K sold.

Forum Financial Management first reported a position in GGG in Q4 2024 and held it in 5 quarters. The position peaked at $293K in Q3 2025. 762 funds tracked by Wall St. Rank hold GGG as of Q1 2026.

  • Forum Financial Management reported no remaining Graco position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,439 Graco shares in Q1 2026, an estimated $282K.
  • Forum Financial Management first reported a position in Graco in Q4 2024 and held it in 5 quarters.
  • Forum Financial Management's Graco position peaked at $293K in Q3 2025.
  • 762 funds tracked by Wall St. Rank held Graco as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.