JWA
GGG icon

JFS Wealth Advisors’s Graco GGG Stock Holding History

JFS Wealth Advisors’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 		$21.5K Buy
284
+130
+84% +$10.3K ﹤0.01% 751
2026
Q1 		$13K Sell
154
-45
-23% -$3.99K ﹤0.01% 854
2025
Q4 		$16.3K Buy
199
+36
+22% +$2.96K ﹤0.01% 809
2025
Q3 		$13.8K Sell
163
-12
-7% -$1.03K ﹤0.01% 794
2025
Q2 		$15K Sell
175
-9
-5% -$746 ﹤0.01% 728
2025
Q1 		$15.4K Hold
184
– – ﹤0.01% 741
2024
Q4 		$15.5K Hold
184
– – ﹤0.01% 712
2024
Q3 		$16.1K Sell
184
-2
-1% -$164 ﹤0.01% 687
2024
Q2 		$14.7K Hold
186
– – ﹤0.01% 677
2024
Q1 		$17.4K Hold
186
– – ﹤0.01% 656
2023
Q4 		$16.1K Sell
186
-4
-2% -$315 ﹤0.01% 638
2023
Q3 		$13.8K Hold
190
– – ﹤0.01% 627
2023
Q2 		$16.4K Sell
190
-1
-0.5% -$78 ﹤0.01% 586
2023
Q1 		$13.9K Buy
191
+5
+3% +$347 ﹤0.01% 611
2022
Q4 		$12.5K Sell
186
-5
-3% -$333 ﹤0.01% 633
2022
Q3 		$11K Buy
191
+80
+72% +$5.13K ﹤0.01% 698
2022
Q2 		$7K Sell
111
-53
-32% -$3.33K ﹤0.01% 872
2022
Q1 		$11K Buy
164
+132
+413% +$9.51K ﹤0.01% 759
2021
Q4 		$3K Buy
+32
New +$2.43K ﹤0.01% 942
2018
Q2 		– Sell
-105
Closed -$5K – 500
2018
Q1 		$5K Hold
105
– – ﹤0.01% 420
2017
Q4 		$5K Buy
+105
New +$4.54K ﹤0.01% 426

Other funds holding GGG

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return