TwinBeech Capital’s Graco GGG Stock Holding History

TwinBeech Capital’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	-2,781	Closed	-$236K	–	692
2025 Q3	$236K	Buy	+2,781	New	+$238K	0.01%	503
2025 Q2	–	Sell	-88,233	Closed	-$7.37M	–	769
2025 Q1	$7.37M	Buy	+88,233	New	+$7.47M	0.13%	192
2023 Q3	–	Sell	-31,946	Closed	-$2.76M	–	735
2023 Q2	$2.76M	Buy	+31,946	New	+$2.48M	0.05%	346
2023 Q1	–	Sell	-66,496	Closed	-$4.47M	–	726
2022 Q4	$4.47M	Buy	+66,496	New	+$4.44M	0.09%	277
2021 Q4	–	Sell	-25,074	Closed	-$1.75M	–	654
2021 Q3	$1.75M	Buy	+25,074	New	+$1.92M	0.12%	241
2021 Q2	–	Sell	-3,101	Closed	-$222K	–	521
2021 Q1	$222K	Buy	+3,101	New	+$220K	0.03%	415

Other funds holding GGG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

TwinBeech Capital's GGG Position: Q4 2025 in Review

TwinBeech Capital sold out of Graco (GGG) in Q4 2025, closing a stake of 2,781 shares — an estimated $236K sold.

TwinBeech Capital first reported a position in GGG in Q1 2021 and held it in 6 quarters. The position peaked at $7.37M in Q1 2025. 710 funds tracked by Wall St. Rank hold GGG as of Q4 2025.

TwinBeech Capital reported no remaining Graco position as of Q4 2025 after selling out during the quarter.
TwinBeech Capital sold 2,781 Graco shares in Q4 2025, an estimated $236K.
TwinBeech Capital first reported a position in Graco in Q1 2021 and held it in 6 quarters.
TwinBeech Capital's Graco position peaked at $7.37M in Q1 2025.
710 funds tracked by Wall St. Rank held Graco as of Q4 2025.

Based on TwinBeech Capital's 13F filing for Q4 2025, filed 17 Feb 2026.