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Secured Retirement Advisors’s Graco GGG Stock Holding History

Secured Retirement 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
2025
Q1 		– Sell
-25,565
Closed -$2.15M – 132
2024
Q4 		$2.15M Hold
25,565
– – 1.23% 21
2024
Q3 		$2.24M Hold
25,565
– – 1.61% 15
2024
Q2 		$2.03M Buy
25,565
+7,052
+38% +$590K 1.58% 22
2024
Q1 		$1.73M Hold
18,513
– – 1.47% 24
2023
Q4 		$1.61M Buy
+18,513
New +$1.46M 1.54% 20

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

Secured Retirement Advisors's GGG Position: Q1 2025 in Review

Secured Retirement Advisors sold out of Graco (GGG) in Q1 2025, closing a stake of 25,565 shares — an estimated $2.15M sold.

Secured Retirement Advisors first reported a position in GGG in Q4 2023 and held it in 5 quarters. The position peaked at $2.24M in Q3 2024. 688 funds tracked by Wall St. Rank hold GGG as of Q1 2025.

  • Secured Retirement Advisors reported no remaining Graco position as of Q1 2025 after selling out during the quarter.
  • Secured Retirement Advisors sold 25,565 Graco shares in Q1 2025, an estimated $2.15M.
  • Secured Retirement Advisors first reported a position in Graco in Q4 2023 and held it in 5 quarters.
  • Secured Retirement Advisors's Graco position peaked at $2.24M in Q3 2024.
  • 688 funds tracked by Wall St. Rank held Graco as of Q1 2025.

Based on Secured Retirement Advisors's 13F filing for Q1 2025, filed 1 May 2025.