Marshall Financial Group (Maryland)’s Graco GGG Stock Holding History

Marshall Financial Group (Maryland)’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	$998K	Sell	13,194 -26	-0.2%	-$2.05K	0.15%	133
2026 Q1	$1.12M	Sell	13,220 -242	-2%	-$21.4K	0.18%	106
2025 Q4	$1.1M	Sell	13,462 -762	-5%	-$62.7K	0.21%	105
2025 Q3	$1.21M	Buy	14,224 +437	+3%	+$37.4K	0.24%	103
2025 Q2	$1.21M	Buy	13,787 +520	+4%	+$43.1K	0.24%	96
2025 Q1	$1.11M	Buy	13,267 +684	+5%	+$57.9K	0.24%	100
2024 Q4	$1.06M	Buy	12,583 +164	+1%	+$14.2K	0.26%	100
2024 Q3	$1.09M	Buy	12,419 +366	+3%	+$30K	0.26%	104
2024 Q2	$956K	Buy	12,053 +331	+3%	+$27.7K	0.27%	101
2024 Q1	$1.1M	Buy	11,722 +1,028	+10%	+$91K	0.32%	85
2023 Q4	$928K	Buy	+10,694	New	+$841K	0.3%	87
2022 Q4	–	Sell	-13,662	Closed	-$819K	–	181
2022 Q3	$819K	Buy	13,662 +2	+0%	+$128	0.35%	93
2022 Q2	$812K	Buy	13,660 +490	+4%	+$30.8K	0.32%	101
2022 Q1	$918K	Sell	13,170 -4	-0%	-$288	0.38%	94
2021 Q4	$1.06M	Buy	13,174 +2,421	+23%	+$184K	0.39%	91
2021 Q3	$752K	Buy	10,753 +950	+10%	+$72.9K	0.39%	92
2021 Q2	$742K	Buy	+9,803	New	+$736K	0.4%	82

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Marshall Financial Group (Maryland)'s GGG Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Graco (GGG) stake by 0.2% in Q2 2026, selling an estimated $2.05K and leaving 13,194 shares worth $998K. The position accounts for 0.15% of the portfolio, ranked #133.

Marshall Financial Group (Maryland) first reported a position in GGG in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.21M in Q3 2025. 724 funds tracked by Wall St. Rank hold GGG as of Q2 2026.

Marshall Financial Group (Maryland) held 13,194 shares of Graco worth $998K as of Q2 2026.
Marshall Financial Group (Maryland) sold 26 Graco shares in Q2 2026, an estimated $2.05K.
Graco made up 0.15% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #133 holding.
Marshall Financial Group (Maryland) first reported a position in Graco in Q2 2021 and has held it in 17 quarters since.
Marshall Financial Group (Maryland)'s Graco position peaked at $1.21M in Q3 2025.
724 funds tracked by Wall St. Rank held Graco as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.