Gallo Partners’s Granite Construction GVA Stock Holding History

Gallo Partners’s Portfolio GVA Stock Details GVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$775K	Sell	4,903 -8,874	-64%	-$1.21M	1.72%	25
2026 Q1	$1.65M	Buy	+13,777	New	+$1.72M	3.16%	13
2025 Q4	–	Sell	-13,762	Closed	-$1.51M	–	51
2025 Q3	$1.51M	Sell	13,762 -28,754	-68%	-$2.95M	1.13%	45
2025 Q2	$3.98M	Buy	+42,516	New	+$3.58M	2.6%	14
2025 Q1	–	Sell	-17,004	Closed	-$1.49M	–	77
2024 Q4	$1.49M	Buy	+17,004	New	+$1.53M	1.1%	44

Other funds holding GVA

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

HCC

Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Gallo Partners's GVA Position: Q2 2026 in Review

Gallo Partners reduced its Granite Construction (GVA) stake by 64% in Q2 2026, selling an estimated $1.21M and leaving 4,903 shares worth $775K. The position accounts for 1.72% of the portfolio, ranked #25.

Gallo Partners first reported a position in GVA in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.98M in Q2 2025. 448 funds tracked by Wall St. Rank hold GVA as of Q2 2026.

Gallo Partners held 4,903 shares of Granite Construction worth $775K as of Q2 2026.
Gallo Partners sold 8,874 Granite Construction shares in Q2 2026, an estimated $1.21M.
Granite Construction made up 1.72% of Gallo Partners's portfolio in Q2 2026, its #25 holding.
Gallo Partners first reported a position in Granite Construction in Q4 2024 and has held it in 5 quarters since.
Gallo Partners's Granite Construction position peaked at $3.98M in Q2 2025.
448 funds tracked by Wall St. Rank held Granite Construction as of Q2 2026.

Based on Gallo Partners's 13F filing for Q2 2026, filed 13 Aug 2026.