GoalVest Advisory’s W.W. Grainger GWW Stock Holding History

GoalVest Advisory’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	$4.98K	Buy	+4	New	+$5.28K	﹤0.01%	561
2025 Q4	–	Sell	-4	Closed	-$3.81K	–	531
2025 Q3	$3.81K	Hold	4	–	–	﹤0.01%	372
2025 Q2	$4.16K	Sell	4 -6	-60%	-$6.23K	﹤0.01%	331
2025 Q1	$9.88K	Sell	10 -10	-50%	-$10.3K	﹤0.01%	270
2024 Q4	$21.1K	Hold	20	–	–	0.01%	246
2024 Q3	$20.8K	Hold	20	–	–	0.01%	263
2024 Q2	$18K	Hold	20	–	–	0.01%	245
2024 Q1	$20.3K	Hold	20	–	–	0.01%	267
2023 Q4	$16.6K	Hold	20	–	–	0.01%	226
2023 Q3	$13.8K	Hold	20	–	–	0.01%	243
2023 Q2	$15.8K	Buy	+20	New	+$13.8K	0.01%	219

Other funds holding GWW

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

MSV

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

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

TFA

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

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

LIA

LS Investment Advisors Bloomfield Hills, Michigan $746M AUM 22.67% 1-Year Est. Return

SCM

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

MJRIC

Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return

GoalVest Advisory's GWW Position: Q3 2026 in Review

GoalVest Advisory opened a new position in W.W. Grainger (GWW) in Q3 2026: 4 shares worth $4.98K. The stake represents ﹤0.01% of the portfolio and ranks #561 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in GWW as recently as Q3 2025.

GoalVest Advisory first reported a position in GWW in Q2 2023 and has held it in 11 quarters since. The position peaked at $21.1K in Q4 2024. 101 funds tracked by Wall St. Rank hold GWW as of Q3 2026.

GoalVest Advisory held 4 shares of W.W. Grainger worth $4.98K as of Q3 2026.
W.W. Grainger was a new GoalVest Advisory position in Q3 2026.
W.W. Grainger made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #561 holding.
GoalVest Advisory first reported a position in W.W. Grainger in Q2 2023 and has held it in 11 quarters since.
GoalVest Advisory's W.W. Grainger position peaked at $21.1K in Q4 2024.
101 funds tracked by Wall St. Rank held W.W. Grainger as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.