HWA
GWW icon

Heritage Wealth Advisors’s W.W. Grainger GWW Stock Holding History

Heritage Wealth Advisors’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
Q1 		$10.9K Buy
10
+7
+233% +$7.65K ﹤0.01% 508
2025
Q4 		$3.03K Hold
3
– – ﹤0.01% 527
2025
Q3 		$2.86K Hold
3
– – ﹤0.01% 503
2025
Q2 		$3.12K Hold
3
– – ﹤0.01% 491
2025
Q1 		$2.96K Sell
3
-1
-25% -$1.03K ﹤0.01% 485
2024
Q4 		$4.22K Sell
4
-1
-20% -$1.13K ﹤0.01% 513
2024
Q3 		$5.19K Buy
+5
New +$4.84K ﹤0.01% 476
2021
Q1 		– Sell
-25
Closed -$10K – 576
2020
Q4 		$10K Buy
+25
New +$9.83K ﹤0.01% 454

Other funds holding GWW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Heritage Wealth Advisors's GWW Position: Q1 2026 in Review

Heritage Wealth Advisors increased its W.W. Grainger (GWW) stake by 233% in Q1 2026, buying an estimated $7.65K and bringing the position to 10 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Heritage Wealth Advisors first reported a position in GWW in Q4 2020 and has held it in 8 quarters since. 1,263 funds tracked by Wall St. Rank hold GWW as of Q1 2026.

  • Heritage Wealth Advisors held 10 shares of W.W. Grainger worth $10.9K as of Q1 2026.
  • Heritage Wealth Advisors bought 7 W.W. Grainger shares in Q1 2026, an estimated $7.65K.
  • W.W. Grainger made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #508 holding.
  • Heritage Wealth Advisors first reported a position in W.W. Grainger in Q4 2020 and has held it in 8 quarters since.
  • 1,263 funds tracked by Wall St. Rank held W.W. Grainger as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.