Mount Yale Investment Advisors’s W.W. Grainger GWW Stock Holding History

Mount Yale Investment Advisors’s Portfolio GWW Stock Details GWW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$352K	Buy	+323	New	+$353K	0.01%	828
2025 Q3	–	Sell	-227	Closed	-$236K	–	1058
2025 Q2	$236K	Buy	+227	New	+$236K	0.02%	518
2025 Q1	–	Sell	-200	Closed	-$211K	–	554
2024 Q4	$211K	Sell	200 -1	-0.5%	-$1.13K	0.02%	518
2024 Q3	$209K	Buy	+201	New	+$195K	0.02%	510
2024 Q2	–	Sell	-204	Closed	-$208K	–	560
2024 Q1	$208K	Buy	+204	New	+$190K	0.02%	511
2020 Q4	–	Sell	-14,143	Closed	-$5.05M	–	409
2020 Q3	$5.05M	Sell	14,143 -646	-4%	-$223K	0.72%	26
2020 Q2	$4.65M	Sell	14,789 -363	-2%	-$105K	0.83%	27
2020 Q1	$3.77M	Buy	+15,152	New	+$4.48M	0.85%	25
2018 Q4	–	Sell	-123	Closed	-$36K	–	501
2018 Q3	$36K	Sell	123 -24,920	-100%	-$8.58M	0.01%	668
2018 Q2	$7.72M	Buy	25,043 +962	+4%	+$287K	1.46%	6
2018 Q1	$6.8M	Buy	+24,081	New	+$6.3M	1.46%	9

Other funds holding GWW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Mount Yale Investment Advisors's GWW Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in W.W. Grainger (GWW) in Q1 2026: 323 shares worth $352K. The stake represents 0.01% of the portfolio and ranks #828 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in GWW as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in GWW in Q1 2018 and has held it in 11 quarters since. The position peaked at $7.72M in Q2 2018. 1,267 funds tracked by Wall St. Rank hold GWW as of Q1 2026.

Mount Yale Investment Advisors held 323 shares of W.W. Grainger worth $352K as of Q1 2026.
W.W. Grainger was a new Mount Yale Investment Advisors position in Q1 2026.
W.W. Grainger made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #828 holding.
Mount Yale Investment Advisors first reported a position in W.W. Grainger in Q1 2018 and has held it in 11 quarters since.
Mount Yale Investment Advisors's W.W. Grainger position peaked at $7.72M in Q2 2018.
1,267 funds tracked by Wall St. Rank held W.W. Grainger as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.