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Summit Financial’s Graco GGG Stock Holding History

Summit Financial’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
Q1 		$312K Buy
+3,683
New +$326K ﹤0.01% 1176
2025
Q4 		– Sell
-2,603
Closed -$221K – 1298
2025
Q3 		$221K Sell
2,603
-231
-8% -$19.8K ﹤0.01% 1171
2025
Q2 		$244K Buy
2,834
+255
+10% +$21.1K 0.01% 734
2025
Q1 		$215K Sell
2,579
-21
-0.8% -$1.78K 0.01% 682
2024
Q4 		$219K Buy
+2,600
New +$225K 0.01% 605

Other funds holding GGG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
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

Summit Financial's GGG Position: Q1 2026 in Review

Summit Financial opened a new position in Graco (GGG) in Q1 2026: 3,683 shares worth $312K. The stake represents ﹤0.01% of the portfolio and ranks #1176 among its holdings. This is a return to the name: Summit Financial previously reported a position in GGG as recently as Q3 2025.

Summit Financial first reported a position in GGG in Q4 2024 and has held it in 5 quarters since. 759 funds tracked by Wall St. Rank hold GGG as of Q1 2026.

  • Summit Financial held 3,683 shares of Graco worth $312K as of Q1 2026.
  • Graco was a new Summit Financial position in Q1 2026.
  • Graco made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1176 holding.
  • Summit Financial first reported a position in Graco in Q4 2024 and has held it in 5 quarters since.
  • 759 funds tracked by Wall St. Rank held Graco as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.