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Summit Wealth Group (Colorado)’s Graco GGG Stock Holding History

Summit Wealth Group (Colorado)’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 		– Sell
-1,332
Closed -$267K – 405
2025
Q3 		$267K Buy
+1,332
New +$114K 0.03% 387

Other funds holding GGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 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 $22.1B AUM 6.81% 1-Year Est. Return

Summit Wealth Group (Colorado)'s GGG Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Graco (GGG) in Q4 2025, closing a stake of 1,332 shares — an estimated $267K sold.

Summit Wealth Group (Colorado) first reported a position in GGG in Q3 2025 and held it in 1 quarter. The position peaked at $267K in Q3 2025. 712 funds tracked by Wall St. Rank hold GGG as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Graco position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,332 Graco shares in Q4 2025, an estimated $267K.
  • Summit Wealth Group (Colorado) first reported a position in Graco in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Graco position peaked at $267K in Q3 2025.
  • 712 funds tracked by Wall St. Rank held Graco as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.