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
Q2 		$13.6K Hold
10
– – ﹤0.01% 494
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heritage Wealth Advisors's GWW Position: Q2 2026 in Review

Heritage Wealth Advisors held its W.W. Grainger (GWW) position steady in Q2 2026 at 10 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Heritage Wealth Advisors first reported a position in GWW in Q4 2020 and has held it in 9 quarters since. 1,364 funds tracked by Wall St. Rank hold GWW as of Q2 2026.

  • Heritage Wealth Advisors held 10 shares of W.W. Grainger worth $13.6K as of Q2 2026.
  • Heritage Wealth Advisors left its W.W. Grainger share count unchanged in Q2 2026.
  • W.W. Grainger made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #494 holding.
  • Heritage Wealth Advisors first reported a position in W.W. Grainger in Q4 2020 and has held it in 9 quarters since.
  • 1,364 funds tracked by Wall St. Rank held W.W. Grainger as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.