Junto Capital Management’s W.W. Grainger GWW Stock Holding History

Junto Capital Management’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 Q2	$116M	Sell	85,044 -51,193	-38%	-$63.1M	2.03%	14
2026 Q1	$149M	Buy	136,237 +15,155	+13%	+$16.6M	3.13%	3
2025 Q4	$122M	Buy	+121,082	New	+$117M	2.69%	8
2022 Q2	–	Sell	-64,091	Closed	-$33.1M	–	86
2022 Q1	$33.1M	Sell	64,091 -72,074	-53%	-$35.5M	0.91%	47
2021 Q4	$70.6M	Buy	+136,165	New	+$64.2M	1.81%	21
2021 Q1	–	Sell	-156,220	Closed	-$63.8M	–	61
2020 Q4	$63.8M	Buy	+156,220	New	+$61.4M	2.08%	17

Other funds holding GWW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Junto Capital Management's GWW Position: Q2 2026 in Review

Junto Capital Management reduced its W.W. Grainger (GWW) stake by 38% in Q2 2026, selling an estimated $63.1M and leaving 85,044 shares worth $116M. The position accounts for 2.03% of the portfolio, ranked #14.

Junto Capital Management first reported a position in GWW in Q4 2020 and has held it in 6 quarters since. The position peaked at $149M in Q1 2026. 1,362 funds tracked by Wall St. Rank hold GWW as of Q2 2026.

Junto Capital Management held 85,044 shares of W.W. Grainger worth $116M as of Q2 2026.
Junto Capital Management sold 51,193 W.W. Grainger shares in Q2 2026, an estimated $63.1M.
W.W. Grainger made up 2.03% of Junto Capital Management's portfolio in Q2 2026, its #14 holding.
Junto Capital Management first reported a position in W.W. Grainger in Q4 2020 and has held it in 6 quarters since.
Junto Capital Management's W.W. Grainger position peaked at $149M in Q1 2026.
1,362 funds tracked by Wall St. Rank held W.W. Grainger as of Q2 2026.

Based on Junto Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.