Heritage Wealth Architects
GGG icon

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
Q3 		$338K Sell
4,338
-389
-8% -$30.4K 0.14% 52
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Heritage Wealth Architects's GGG Position: Q3 2026 in Review

Heritage Wealth Architects reduced its Graco (GGG) stake by 8.2% in Q3 2026, selling an estimated $30.4K and leaving 4,338 shares worth $338K. The position accounts for 0.14% of the portfolio, ranked #52.

Heritage Wealth Architects first reported a position in GGG in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.2M in Q2 2025. 347 funds tracked by Wall St. Rank hold GGG as of Q3 2026.

  • Heritage Wealth Architects held 4,338 shares of Graco worth $338K as of Q3 2026.
  • Heritage Wealth Architects sold 389 Graco shares in Q3 2026, an estimated $30.4K.
  • Graco made up 0.14% of Heritage Wealth Architects's portfolio in Q3 2026, its #52 holding.
  • Heritage Wealth Architects first reported a position in Graco in Q2 2025 and has held it in 6 quarters since.
  • Heritage Wealth Architects's Graco position peaked at $1.2M in Q2 2025.
  • 347 funds tracked by Wall St. Rank held Graco as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.