IAG Wealth Partners’s W.W. Grainger GWW Stock Holding History

IAG Wealth Partners’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	$179K	Sell	144 -24	-14%	-$31.7K	0.02%	131
2026 Q2	$229K	Sell	168 -1	-0.6%	-$1.23K	0.02%	121
2026 Q1	$184K	Buy	169 +61	+56%	+$66.6K	0.02%	124
2025 Q4	$109K	Hold	108	–	–	0.01%	152
2025 Q3	$103K	Hold	108	–	–	0.01%	155
2025 Q2	$112K	Sell	108 -16	-13%	-$16.6K	0.01%	138
2025 Q1	$122K	Hold	124	–	–	0.02%	127
2024 Q4	$131K	Hold	124	–	–	0.02%	115
2024 Q3	$129K	Hold	124	–	–	0.02%	111
2024 Q2	$112K	Sell	124 -16	-11%	-$15K	0.02%	112
2024 Q1	$142K	Hold	140	–	–	0.03%	104
2023 Q4	$116K	Hold	140	–	–	0.03%	104
2023 Q3	$96.9K	Hold	140	–	–	0.03%	106
2023 Q2	$110K	Sell	140 -25	-15%	-$17.2K	0.03%	109
2023 Q1	$114K	Sell	165 -3	-2%	-$1.91K	0.03%	97
2022 Q4	$93.4K	Hold	168	–	–	0.03%	101
2022 Q3	$82K	Sell	168 -42	-20%	-$22.1K	0.03%	96
2022 Q2	$95K	Hold	210	–	–	0.03%	93
2022 Q1	$108K	Buy	210 +3	+1%	+$1.48K	0.03%	90
2021 Q4	$107K	Hold	207	–	–	0.03%	83
2021 Q3	$82K	Hold	207	–	–	0.03%	89
2021 Q2	$91K	Hold	207	–	–	0.03%	78
2021 Q1	$83K	Hold	207	–	–	0.03%	76
2020 Q4	$85K	Hold	207	–	–	0.03%	80
2020 Q3	$74K	Hold	207	–	–	0.03%	83
2020 Q2	$66K	Sell	207 -55	-21%	-$15.9K	0.03%	87
2020 Q1	$66K	Hold	262	–	–	0.04%	81
2019 Q4	$89K	Buy	+262	New	+$83.1K	0.06%	72

Other funds holding GWW

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

IAG Wealth Partners's GWW Position: Q3 2026 in Review

IAG Wealth Partners reduced its W.W. Grainger (GWW) stake by 14% in Q3 2026, selling an estimated $31.7K and leaving 144 shares worth $179K. The position accounts for 0.02% of the portfolio, ranked #131.

IAG Wealth Partners first reported a position in GWW in Q4 2019 and has held it in 28 quarters since. The position peaked at $229K in Q2 2026. 873 funds tracked by Wall St. Rank hold GWW as of Q3 2026.

IAG Wealth Partners held 144 shares of W.W. Grainger worth $179K as of Q3 2026.
IAG Wealth Partners sold 24 W.W. Grainger shares in Q3 2026, an estimated $31.7K.
W.W. Grainger made up 0.02% of IAG Wealth Partners's portfolio in Q3 2026, its #131 holding.
IAG Wealth Partners first reported a position in W.W. Grainger in Q4 2019 and has held it in 28 quarters since.
IAG Wealth Partners's W.W. Grainger position peaked at $229K in Q2 2026.
873 funds tracked by Wall St. Rank held W.W. Grainger as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.