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Terry Smith’s Graco GGG Stock Holding History

Terry Smith’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 		– Sell
-579,016
Closed -$47.5M – 35
2025
Q4 		$47.5M Sell
579,016
-321,529
-36% -$26.5M 0.28% 33
2025
Q3 		$76.5M Hold
900,545
– – 0.39% 27
2025
Q2 		$77.4M Sell
900,545
-239,096
-21% -$19.8M 0.34% 29
2025
Q1 		$95.2M Hold
1,139,641
– – 0.43% 24
2024
Q4 		$96.1M Hold
1,139,641
– – 0.41% 25
2024
Q3 		$99.7M Hold
1,139,641
– – 0.39% 26
2024
Q2 		$90.4M Sell
1,139,641
-35,845
-3% -$3M 0.37% 26
2024
Q1 		$110M Sell
1,175,486
-31,735
-3% -$2.81M 0.43% 25
2023
Q4 		$105M Sell
1,207,221
-15,755
-1% -$1.24M 0.44% 26
2023
Q3 		$89.1M Sell
1,222,976
-6,252
-0.5% -$494K 0.41% 28
2023
Q2 		$106M Buy
1,229,228
+683,317
+125% +$53.1M 0.45% 26
2023
Q1 		$39.9M Buy
+545,911
New +$37.9M 0.17% 36

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
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

Terry Smith's GGG Position: Q1 2026 in Review

Terry Smith sold out of Graco (GGG) in Q1 2026, closing a stake of 579,016 shares — an estimated $47.5M sold.

Terry Smith first reported a position in GGG in Q1 2023 and held it in 12 quarters. The position peaked at $110M in Q1 2024. 762 funds tracked by Wall St. Rank hold GGG as of Q1 2026.

  • Terry Smith reported no remaining Graco position as of Q1 2026 after selling out during the quarter.
  • Terry Smith sold 579,016 Graco shares in Q1 2026, an estimated $47.5M.
  • Terry Smith first reported a position in Graco in Q1 2023 and held it in 12 quarters.
  • Terry Smith's Graco position peaked at $110M in Q1 2024.
  • 762 funds tracked by Wall St. Rank held Graco as of Q1 2026.

Based on Fundsmith LLP's 13F filing for Q1 2026, filed 15 May 2026.