HWA
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Heritage Wealth Architects’s Graco GGG Stock Holding History

Heritage Wealth Architects’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
Q2 		$349K Sell
4,727
-3,259
-41% -$257K 0.14% 60
2026
Q1 		$632K Hold
7,986
– – 0.26% 42
2025
Q4 		$691K Hold
7,986
– – 0.32% 37
2025
Q3 		$678K Sell
7,986
-5,919
-43% -$506K 0.42% 33
2025
Q2 		$1.2M Buy
+13,905
New +$1.15M 0.88% 22

Other funds holding GGG

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
PAM
Palisade Asset Management Minneapolis, Minnesota $1.08B AUM 22.62% 1-Year Est. Return

Heritage Wealth Architects's GGG Position: Q2 2026 in Review

Heritage Wealth Architects reduced its Graco (GGG) stake by 41% in Q2 2026, selling an estimated $257K and leaving 4,727 shares worth $349K. The position accounts for 0.14% of the portfolio, ranked #60.

Heritage Wealth Architects first reported a position in GGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.2M in Q2 2025. 112 funds tracked by Wall St. Rank hold GGG as of Q2 2026.

  • Heritage Wealth Architects held 4,727 shares of Graco worth $349K as of Q2 2026.
  • Heritage Wealth Architects sold 3,259 Graco shares in Q2 2026, an estimated $257K.
  • Graco made up 0.14% of Heritage Wealth Architects's portfolio in Q2 2026, its #60 holding.
  • Heritage Wealth Architects first reported a position in Graco in Q2 2025 and has held it in 5 quarters since.
  • Heritage Wealth Architects's Graco position peaked at $1.2M in Q2 2025.
  • 112 funds tracked by Wall St. Rank held Graco as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.