PWA
GGG icon

Physician Wealth Advisors’s Graco GGG Stock Holding History

Physician 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
2026
Q2 		$4.61K Sell
61
-19
-24% -$1.5K ﹤0.01% 1136
2026
Q1 		$6.77K Buy
80
+30
+60% +$2.66K ﹤0.01% 915
2025
Q4 		$4.1K Buy
50
+23
+85% +$1.89K ﹤0.01% 1043
2025
Q3 		$2.29K Buy
+27
New +$2.31K ﹤0.01% 1162
2025
Q2 		– Sell
-11
Closed -$919 – 1870
2025
Q1 		$919 Buy
+11
New +$931 ﹤0.01% 1135

Other funds holding GGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Physician Wealth Advisors's GGG Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Graco (GGG) stake by 24% in Q2 2026, selling an estimated $1.5K and leaving 61 shares worth $4.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Physician Wealth Advisors first reported a position in GGG in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.77K in Q1 2026. 729 funds tracked by Wall St. Rank hold GGG as of Q2 2026.

  • Physician Wealth Advisors held 61 shares of Graco worth $4.61K as of Q2 2026.
  • Physician Wealth Advisors sold 19 Graco shares in Q2 2026, an estimated $1.5K.
  • Graco made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1136 holding.
  • Physician Wealth Advisors first reported a position in Graco in Q1 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's Graco position peaked at $6.77K in Q1 2026.
  • 729 funds tracked by Wall St. Rank held Graco as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.