UFPG
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United Financial Planning Group’s Graco GGG Stock Holding History

United Financial Planning Group’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 		– Sell
-54
Closed -$4.57K – 495
2026
Q1 		$4.57K Buy
+54
New +$4.78K ﹤0.01% 331

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

United Financial Planning Group's GGG Position: Q2 2026 in Review

United Financial Planning Group sold out of Graco (GGG) in Q2 2026, closing a stake of 54 shares — an estimated $4.57K sold.

United Financial Planning Group first reported a position in GGG in Q1 2026 and held it in 1 quarter. The position peaked at $4.57K in Q1 2026. 727 funds tracked by Wall St. Rank hold GGG as of Q2 2026.

  • United Financial Planning Group reported no remaining Graco position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 54 Graco shares in Q2 2026, an estimated $4.57K.
  • United Financial Planning Group first reported a position in Graco in Q1 2026 and held it in 1 quarter.
  • United Financial Planning Group's Graco position peaked at $4.57K in Q1 2026.
  • 727 funds tracked by Wall St. Rank held Graco as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.