MGWM
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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
Q2 		$4.07M Sell
53,845
-29,196
-35% -$2.3M 0.35% 67
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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)
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

Marks Group Wealth Management's GGG Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Graco (GGG) stake by 35% in Q2 2026, selling an estimated $2.3M and leaving 53,845 shares worth $4.07M. The position accounts for 0.35% of the portfolio, ranked #67.

Marks Group Wealth Management first reported a position in GGG in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.37M in Q2 2025. 729 funds tracked by Wall St. Rank hold GGG as of Q2 2026.

  • Marks Group Wealth Management held 53,845 shares of Graco worth $4.07M as of Q2 2026.
  • Marks Group Wealth Management sold 29,196 Graco shares in Q2 2026, an estimated $2.3M.
  • Graco made up 0.35% of Marks Group Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Marks Group Wealth Management first reported a position in Graco in Q1 2023 and has held it in 14 quarters since.
  • Marks Group Wealth Management's Graco position peaked at $8.37M in Q2 2025.
  • 729 funds tracked by Wall St. Rank held Graco as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.