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Robertson Stephens Wealth Management’s Graco GGG Stock Holding History

Robertson Stephens Wealth Management’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
Q1 		– Sell
-2,752
Closed -$232K – 565
2024
Q4 		$232K Buy
2,752
+282
+11% +$24.4K 0.01% 521
2024
Q3 		$216K Buy
+2,470
New +$203K 0.01% 591
2024
Q2 		– Sell
-2,418
Closed -$226K – 517
2024
Q1 		$226K Buy
+2,418
New +$214K 0.01% 466

Other funds holding GGG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $21.4B AUM 8.31% 1-Year Est. Return

Robertson Stephens Wealth Management's GGG Position: Q1 2025 in Review

Robertson Stephens Wealth Management sold out of Graco (GGG) in Q1 2025, closing a stake of 2,752 shares — an estimated $232K sold.

Robertson Stephens Wealth Management first reported a position in GGG in Q1 2024 and held it in 3 quarters. The position peaked at $232K in Q4 2024. 688 funds tracked by Wall St. Rank hold GGG as of Q1 2025.

  • Robertson Stephens Wealth Management reported no remaining Graco position as of Q1 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 2,752 Graco shares in Q1 2025, an estimated $232K.
  • Robertson Stephens Wealth Management first reported a position in Graco in Q1 2024 and held it in 3 quarters.
  • Robertson Stephens Wealth Management's Graco position peaked at $232K in Q4 2024.
  • 688 funds tracked by Wall St. Rank held Graco as of Q1 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.