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Root Financial Partners’s W.W. Grainger GWW Stock Holding History

Root Financial Partners’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 		– Sell
-94
Closed -$103K – 1576
2026
Q1 		$103K Buy
94
+10
+12% +$10.9K ﹤0.01% 551
2025
Q4 		$84.8K Buy
84
+12
+17% +$11.6K ﹤0.01% 526
2025
Q3 		$68.6K Buy
+72
New +$72.3K ﹤0.01% 566

Other funds holding GWW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Root Financial Partners's GWW Position: Q2 2026 in Review

Root Financial Partners sold out of W.W. Grainger (GWW) in Q2 2026, closing a stake of 94 shares — an estimated $103K sold.

Root Financial Partners first reported a position in GWW in Q3 2025 and held it in 3 quarters. The position peaked at $103K in Q1 2026. 1,364 funds tracked by Wall St. Rank hold GWW as of Q2 2026.

  • Root Financial Partners reported no remaining W.W. Grainger position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 94 W.W. Grainger shares in Q2 2026, an estimated $103K.
  • Root Financial Partners first reported a position in W.W. Grainger in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's W.W. Grainger position peaked at $103K in Q1 2026.
  • 1,364 funds tracked by Wall St. Rank held W.W. Grainger as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.