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Moneta Group Investment Advisors’s Graham Holdings Company GHC Stock Holding History

Moneta Group Investment Advisors’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
Q1 		$258K Hold
244
– – ﹤0.01% 675
2025
Q4 		$268K Sell
244
-3
-1% -$3.21K ﹤0.01% 667
2025
Q3 		$291K Buy
247
+3
+1% +$3.1K ﹤0.01% 632
2025
Q2 		$231K Buy
244
+3
+1% +$2.83K ﹤0.01% 629
2025
Q1 		$232K Hold
241
– – ﹤0.01% 592
2024
Q4 		$210K Buy
+241
New +$211K ﹤0.01% 627

Other funds holding GHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moneta Group Investment Advisors's GHC Position: Q1 2026 in Review

Moneta Group Investment Advisors held its Graham Holdings Company (GHC) position steady in Q1 2026 at 244 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Moneta Group Investment Advisors first reported a position in GHC in Q4 2024 and has held it in 6 quarters since. The position peaked at $291K in Q3 2025. 328 funds tracked by Wall St. Rank hold GHC as of Q1 2026.

  • Moneta Group Investment Advisors held 244 shares of Graham Holdings Company worth $258K as of Q1 2026.
  • Moneta Group Investment Advisors left its Graham Holdings Company share count unchanged in Q1 2026.
  • Graham Holdings Company made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #675 holding.
  • Moneta Group Investment Advisors first reported a position in Graham Holdings Company in Q4 2024 and has held it in 6 quarters since.
  • Moneta Group Investment Advisors's Graham Holdings Company position peaked at $291K in Q3 2025.
  • 328 funds tracked by Wall St. Rank held Graham Holdings Company as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.