Marks Group Wealth Management’s Graco GGG Stock Holding History

Marks Group Wealth Management’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 Q1	$7.03M	Sell	83,041 -2,064	-2%	-$183K	0.68%	42
2025 Q4	$6.98M	Sell	85,105 -9,559	-10%	-$787K	0.67%	53
2025 Q3	$8.04M	Sell	94,664 -2,736	-3%	-$234K	0.75%	58
2025 Q2	$8.37M	Buy	97,400 +56	+0.1%	+$4.64K	0.78%	58
2025 Q1	$8.13M	Buy	97,344 +4,537	+5%	+$384K	0.78%	55
2024 Q4	$7.82M	Sell	92,807 -2,749	-3%	-$238K	0.77%	56
2024 Q3	$8.36M	Buy	95,556 +3,122	+3%	+$256K	0.8%	56
2024 Q2	$7.33M	Buy	92,434 +5,646	+7%	+$472K	0.77%	60
2024 Q1	$8.11M	Sell	86,788 -1,010	-1%	-$89.4K	0.85%	43
2023 Q4	$7.62M	Sell	87,798 -1,706	-2%	-$134K	0.87%	35
2023 Q3	$6.52M	Sell	89,504 -7	-0%	-$553	0.81%	49
2023 Q2	$7.73M	Sell	89,511 -243	-0.3%	-$18.9K	0.92%	24
2023 Q1	$6.55M	Buy	+89,754	New	+$6.23M	0.84%	45

Other funds holding GGG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return