Legacy Private Trust’s W.W. Grainger GWW Stock Holding History

Legacy Private Trust’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	$523K	Hold	420	–	–	0.03%	201
2026 Q2	$571K	Hold	420	–	–	0.03%	200
2026 Q1	$458K	Hold	420	–	–	0.03%	208
2025 Q4	$424K	Hold	420	–	–	0.02%	213
2025 Q3	$400K	Buy	+420	New	+$422K	0.02%	208

Other funds holding GWW

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

SCM

Spring Capital Management Amarillo, Texas $208M AUM 11.98% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

HFAS

Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Legacy Private Trust's GWW Position: Q3 2026 in Review

Legacy Private Trust held its W.W. Grainger (GWW) position steady in Q3 2026 at 420 shares worth $523K. The position accounts for 0.03% of the portfolio, ranked #201.

Legacy Private Trust first reported a position in GWW in Q3 2025 and has held it in 5 quarters since. The position peaked at $571K in Q2 2026. 56 funds tracked by Wall St. Rank hold GWW as of Q3 2026.

Legacy Private Trust held 420 shares of W.W. Grainger worth $523K as of Q3 2026.
Legacy Private Trust left its W.W. Grainger share count unchanged in Q3 2026.
W.W. Grainger made up 0.03% of Legacy Private Trust's portfolio in Q3 2026, its #201 holding.
Legacy Private Trust first reported a position in W.W. Grainger in Q3 2025 and has held it in 5 quarters since.
Legacy Private Trust's W.W. Grainger position peaked at $571K in Q2 2026.
56 funds tracked by Wall St. Rank held W.W. Grainger as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.