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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
Q2 		$221K Sell
2,924
-759
-21% -$59.9K ﹤0.01% 1479
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 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: Q2 2026 in Review

Summit Financial reduced its Graco (GGG) stake by 21% in Q2 2026, selling an estimated $59.9K and leaving 2,924 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

Summit Financial first reported a position in GGG in Q4 2024 and has held it in 6 quarters since. The position peaked at $312K in Q1 2026. 729 funds tracked by Wall St. Rank hold GGG as of Q2 2026.

  • Summit Financial held 2,924 shares of Graco worth $221K as of Q2 2026.
  • Summit Financial sold 759 Graco shares in Q2 2026, an estimated $59.9K.
  • Graco made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1479 holding.
  • Summit Financial first reported a position in Graco in Q4 2024 and has held it in 6 quarters since.
  • Summit Financial's Graco position peaked at $312K in Q1 2026.
  • 729 funds tracked by Wall St. Rank held Graco as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.