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Marshall & Sterling Wealth Advisors’s Graco GGG Stock Holding History

Marshall & Sterling Wealth Advisors’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
2025
Q4 		– Sell
-90
Closed -$7.65K – 458
2025
Q3 		$7.65K Hold
90
– – ﹤0.01% 412
2025
Q2 		$7.74K Hold
90
– – 0.01% 385
2025
Q1 		$7.52K Buy
+90
New +$7.62K 0.01% 380

Other funds holding GGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's GGG Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Graco (GGG) in Q4 2025, closing a stake of 90 shares — an estimated $7.65K sold.

Marshall & Sterling Wealth Advisors first reported a position in GGG in Q1 2025 and held it in 3 quarters. The position peaked at $7.74K in Q2 2025. 712 funds tracked by Wall St. Rank hold GGG as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Graco position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 90 Graco shares in Q4 2025, an estimated $7.65K.
  • Marshall & Sterling Wealth Advisors first reported a position in Graco in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Graco position peaked at $7.74K in Q2 2025.
  • 712 funds tracked by Wall St. Rank held Graco as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.