LifePlan Investment Advisors’s Graco GGG Stock Holding History

LifePlan Investment 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	$236K	Hold	3,120	–	–	0.08%	124
2026 Q1	$264K	Hold	3,120	–	–	0.1%	109
2025 Q4	$256K	Hold	3,120	–	–	0.1%	102
2025 Q3	$265K	Buy	+3,120	New	+$267K	0.11%	98
2025 Q1	–	Sell	-3,096	Closed	-$261K	–	101
2024 Q4	$261K	Hold	3,096	–	–	0.16%	81
2024 Q3	$271K	Hold	3,096	–	–	0.17%	76
2024 Q2	$245K	Hold	3,096	–	–	0.18%	76
2024 Q1	$289K	Hold	3,096	–	–	0.23%	69
2023 Q4	$269K	Hold	3,096	–	–	0.25%	58
2023 Q3	$226K	Hold	3,096	–	–	0.24%	59
2023 Q2	$267K	Buy	+3,096	New	+$241K	0.3%	48

Other funds holding GGG

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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) 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

LifePlan Investment Advisors's GGG Position: Q2 2026 in Review

LifePlan Investment Advisors held its Graco (GGG) position steady in Q2 2026 at 3,120 shares worth $236K. The position accounts for 0.08% of the portfolio, ranked #124.

LifePlan Investment Advisors first reported a position in GGG in Q2 2023 and has held it in 11 quarters since. The position peaked at $289K in Q1 2024. 729 funds tracked by Wall St. Rank hold GGG as of Q2 2026.

LifePlan Investment Advisors held 3,120 shares of Graco worth $236K as of Q2 2026.
LifePlan Investment Advisors left its Graco share count unchanged in Q2 2026.
Graco made up 0.08% of LifePlan Investment Advisors's portfolio in Q2 2026, its #124 holding.
LifePlan Investment Advisors first reported a position in Graco in Q2 2023 and has held it in 11 quarters since.
LifePlan Investment Advisors's Graco position peaked at $289K in Q1 2024.
729 funds tracked by Wall St. Rank held Graco as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.