SageView Advisory Group’s Graco GGG Stock Holding History

SageView Advisory Group’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 Q4	$326K	Sell	3,981 -2,848	-42%	-$234K	0.01%	457
2025 Q3	$580K	Buy	6,829 +30	+0.4%	+$2.57K	0.02%	354
2025 Q2	$574K	Buy	6,799 +2	+0%	+$166	0.02%	344
2025 Q1	$568K	Buy	6,797 +82	+1%	+$6.94K	0.02%	324
2024 Q4	$566K	Sell	6,715 -827	-11%	-$71.7K	0.02%	322
2024 Q3	$660K	Sell	7,542 -697	-8%	-$57.2K	0.03%	255
2024 Q2	$653K	Buy	+8,239	New	+$689K	0.03%	293
2024 Q1	–	Sell	-8,289	Closed	-$720K	–	601
2023 Q4	$720K	Buy	+8,289	New	+$652K	0.03%	317
2023 Q3	–	Sell	-2,649	Closed	-$229K	–	534
2023 Q2	$229K	Buy	+2,649	New	+$206K	0.01%	503

Other funds holding GGG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

SageView Advisory Group's GGG Position: Q4 2025 in Review

SageView Advisory Group reduced its Graco (GGG) stake by 42% in Q4 2025, selling an estimated $234K and leaving 3,981 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #457.

SageView Advisory Group first reported a position in GGG in Q2 2023 and has held it in 9 quarters since. The position peaked at $720K in Q4 2023. 711 funds tracked by Wall St. Rank hold GGG as of Q4 2025.

SageView Advisory Group held 3,981 shares of Graco worth $326K as of Q4 2025.
SageView Advisory Group sold 2,848 Graco shares in Q4 2025, an estimated $234K.
Graco made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #457 holding.
SageView Advisory Group first reported a position in Graco in Q2 2023 and has held it in 9 quarters since.
SageView Advisory Group's Graco position peaked at $720K in Q4 2023.
711 funds tracked by Wall St. Rank held Graco as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.