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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
Q2 		$228K Hold
200
– – 0.03% 197
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 $6.73T AUM 46.02% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WCM
Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Live Oak Private Wealth's GHC Position: Q2 2026 in Review

Live Oak Private Wealth held its Graham Holdings Company (GHC) position steady in Q2 2026 at 200 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #197.

Live Oak Private Wealth first reported a position in GHC in Q3 2025 and has held it in 4 quarters since. The position peaked at $235K in Q3 2025. 338 funds tracked by Wall St. Rank hold GHC as of Q2 2026.

  • Live Oak Private Wealth held 200 shares of Graham Holdings Company worth $228K as of Q2 2026.
  • Live Oak Private Wealth left its Graham Holdings Company share count unchanged in Q2 2026.
  • Graham Holdings Company made up 0.03% of Live Oak Private Wealth's portfolio in Q2 2026, its #197 holding.
  • Live Oak Private Wealth first reported a position in Graham Holdings Company in Q3 2025 and has held it in 4 quarters since.
  • Live Oak Private Wealth's Graham Holdings Company position peaked at $235K in Q3 2025.
  • 338 funds tracked by Wall St. Rank held Graham Holdings Company as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.