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Live Oak Private Wealth’s Graham Holdings Company GHC Stock Holding History

Live Oak Private Wealth’s Portfolio GHC Stock Details GHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$211K Hold
200
– – 0.03% 189
2025
Q4 		$220K Hold
200
– – 0.03% 187
2025
Q3 		$235K Buy
+200
New +$207K 0.03% 177

Other funds holding GHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Live Oak Private Wealth's GHC Position: Q1 2026 in Review

Live Oak Private Wealth held its Graham Holdings Company (GHC) position steady in Q1 2026 at 200 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #189.

Live Oak Private Wealth first reported a position in GHC in Q3 2025 and has held it in 3 quarters since. The position peaked at $235K in Q3 2025. 328 funds tracked by Wall St. Rank hold GHC as of Q1 2026.

  • Live Oak Private Wealth held 200 shares of Graham Holdings Company worth $211K as of Q1 2026.
  • Live Oak Private Wealth left its Graham Holdings Company share count unchanged in Q1 2026.
  • Graham Holdings Company made up 0.03% of Live Oak Private Wealth's portfolio in Q1 2026, its #189 holding.
  • Live Oak Private Wealth first reported a position in Graham Holdings Company in Q3 2025 and has held it in 3 quarters since.
  • Live Oak Private Wealth's Graham Holdings Company position peaked at $235K in Q3 2025.
  • 328 funds tracked by Wall St. Rank held Graham Holdings Company as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.