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 Q2	$499K	Buy	367 +44	+14%	+$54.2K	0.01%	785
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mount Yale Investment Advisors's GWW Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its W.W. Grainger (GWW) stake by 14% in Q2 2026, buying an estimated $54.2K and bringing the position to 367 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #785.

Mount Yale Investment Advisors first reported a position in GWW in Q1 2018 and has held it in 12 quarters since. The position peaked at $7.72M in Q2 2018. 1,365 funds tracked by Wall St. Rank hold GWW as of Q2 2026.

Mount Yale Investment Advisors held 367 shares of W.W. Grainger worth $499K as of Q2 2026.
Mount Yale Investment Advisors bought 44 W.W. Grainger shares in Q2 2026, an estimated $54.2K.
W.W. Grainger made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #785 holding.
Mount Yale Investment Advisors first reported a position in W.W. Grainger in Q1 2018 and has held it in 12 quarters since.
Mount Yale Investment Advisors's W.W. Grainger position peaked at $7.72M in Q2 2018.
1,365 funds tracked by Wall St. Rank held W.W. Grainger as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.