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True Wealth Design’s Graco GGG Stock Holding History

True Wealth Design’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 		$908 Sell
12
-272
-96% -$21.5K ﹤0.01% 2021
2026
Q1 		$24K Buy
284
+109
+62% +$9.65K 0.01% 645
2025
Q4 		$14.3K Sell
175
-5
-3% -$411 ﹤0.01% 725
2025
Q3 		$15.3K Buy
180
+101
+128% +$8.64K ﹤0.01% 701
2025
Q2 		$6.79K Buy
79
+43
+119% +$3.56K ﹤0.01% 702
2025
Q1 		$3.01K Buy
36
+26
+260% +$2.2K ﹤0.01% 858
2024
Q4 		$843 Buy
10
+1
+11% +$87 ﹤0.01% 980
2024
Q3 		$788 Hold
9
– – ﹤0.01% 1021
2024
Q2 		$714 Buy
9
+2
+29% +$167 ﹤0.01% 587
2024
Q1 		$655 Buy
7
+3
+75% +$266 ﹤0.01% 568
2023
Q4 		$348 Hold
4
– – ﹤0.01% 576
2023
Q3 		$292 Hold
4
– – ﹤0.01% 566
2023
Q2 		$346 Hold
4
– – ﹤0.01% 548
2023
Q1 		$293 Hold
4
– – ﹤0.01% 663
2022
Q4 		$269 Buy
+4
New +$267 ﹤0.01% 608

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

True Wealth Design's GGG Position: Q2 2026 in Review

True Wealth Design reduced its Graco (GGG) stake by 96% in Q2 2026, selling an estimated $21.5K and leaving 12 shares worth $908. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

True Wealth Design first reported a position in GGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $24K in Q1 2026. 725 funds tracked by Wall St. Rank hold GGG as of Q2 2026.

  • True Wealth Design held 12 shares of Graco worth $908 as of Q2 2026.
  • True Wealth Design sold 272 Graco shares in Q2 2026, an estimated $21.5K.
  • Graco made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2021 holding.
  • True Wealth Design first reported a position in Graco in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Graco position peaked at $24K in Q1 2026.
  • 725 funds tracked by Wall St. Rank held Graco as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.