IFWM
GGG icon

Institute for Wealth Management’s Graco GGG Stock Holding History

Institute for Wealth Management’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 		$63.9K Buy
+845
New +$66.7K 0.01% 808
2025
Q3 		– Sell
-4,860
Closed -$418K – 577
2025
Q2 		$418K Hold
4,860
– – 0.05% 351
2025
Q1 		$406K Hold
4,860
– – 0.05% 341
2024
Q4 		$410K Buy
4,860
+119
+3% +$10.3K 0.05% 330
2024
Q3 		$415K Buy
4,741
+1,962
+71% +$161K 0.05% 338
2024
Q2 		$220K Buy
+2,779
New +$232K 0.03% 454

Other funds holding GGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Institute for Wealth Management's GGG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Graco (GGG) in Q2 2026: 845 shares worth $63.9K. The stake represents 0.01% of the portfolio and ranks #808 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in GGG as recently as Q2 2025.

Institute for Wealth Management first reported a position in GGG in Q2 2024 and has held it in 6 quarters since. The position peaked at $418K in Q2 2025. 732 funds tracked by Wall St. Rank hold GGG as of Q2 2026.

  • Institute for Wealth Management held 845 shares of Graco worth $63.9K as of Q2 2026.
  • Graco was a new Institute for Wealth Management position in Q2 2026.
  • Graco made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #808 holding.
  • Institute for Wealth Management first reported a position in Graco in Q2 2024 and has held it in 6 quarters since.
  • Institute for Wealth Management's Graco position peaked at $418K in Q2 2025.
  • 732 funds tracked by Wall St. Rank held Graco as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.