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

IBEX 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
2019
Q3 		– Sell
-5
Closed -$2K – 192
2019
Q2 		$2K Buy
+5
New +$1.4K ﹤0.01% 397

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

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

IBEX Wealth Advisors opened a new position in W.W. Grainger (GWW) in Q2 2026: 170 shares worth $231K. The stake represents 0.02% of the portfolio and ranks #198 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in GWW as recently as Q4 2024.

IBEX Wealth Advisors first reported a position in GWW in Q4 2016 and has held it in 7 quarters since. The position peaked at $4.45M in Q3 2024. 1,364 funds tracked by Wall St. Rank hold GWW as of Q2 2026.

  • IBEX Wealth Advisors held 170 shares of W.W. Grainger worth $231K as of Q2 2026.
  • W.W. Grainger was a new IBEX Wealth Advisors position in Q2 2026.
  • W.W. Grainger made up 0.02% of IBEX Wealth Advisors's portfolio in Q2 2026, its #198 holding.
  • IBEX Wealth Advisors first reported a position in W.W. Grainger in Q4 2016 and has held it in 7 quarters since.
  • IBEX Wealth Advisors's W.W. Grainger position peaked at $4.45M in Q3 2024.
  • 1,364 funds tracked by Wall St. Rank held W.W. Grainger as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.