Root Financial Partners
GGG icon

Root Financial Partners’s Graco GGG Stock Holding History

Root Financial Partners’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
Q3 		$86.8K Buy
+1,130
New +$88.3K ﹤0.01% 804
2026
Q2 		– Sell
-504
Closed -$42.7K – 1508
2026
Q1 		$42.7K Buy
504
+152
+43% +$13.5K ﹤0.01% 946
2025
Q4 		$28.9K Buy
352
+13
+4% +$1.07K ﹤0.01% 970
2025
Q3 		$28.8K Buy
+339
New +$29K ﹤0.01% 915

Other funds holding GGG

State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Root Financial Partners's GGG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Graco (GGG) in Q3 2026: 1,130 shares worth $86.8K. The stake represents ﹤0.01% of the portfolio and ranks #804 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GGG as recently as Q1 2026.

Root Financial Partners first reported a position in GGG in Q3 2025 and has held it in 4 quarters since. 434 funds tracked by Wall St. Rank hold GGG as of Q3 2026.

  • Root Financial Partners held 1,130 shares of Graco worth $86.8K as of Q3 2026.
  • Graco was a new Root Financial Partners position in Q3 2026.
  • Graco made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #804 holding.
  • Root Financial Partners first reported a position in Graco in Q3 2025 and has held it in 4 quarters since.
  • 434 funds tracked by Wall St. Rank held Graco as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.