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WealthPlan Investment Management’s Graco GGG Stock Holding History

WealthPlan Investment Management’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 		$2.73M Sell
36,172
-9,451
-21% -$746K 0.14% 137
2026
Q1 		$3.86M Sell
45,623
-23,305
-34% -$2.06M 0.22% 102
2025
Q4 		$5.65M Sell
68,928
-52,931
-43% -$4.36M 0.36% 77
2025
Q3 		$10.4M Sell
121,859
-7,330
-6% -$627K 0.69% 51
2025
Q2 		$11.1M Buy
129,189
+12,352
+11% +$1.02M 0.81% 39
2025
Q1 		$9.76M Sell
116,837
-4,471
-4% -$378K 0.96% 33
2024
Q4 		$10.2M Sell
121,308
-2,823
-2% -$245K 1.01% 28
2024
Q3 		$10.9M Buy
124,131
+6,169
+5% +$506K 1.1% 26
2024
Q2 		$9.35M Sell
117,962
-3,967
-3% -$332K 1.41% 21
2024
Q1 		$11.4M Sell
121,929
-7,433
-6% -$658K 1.74% 12
2023
Q4 		$11.2M Buy
129,362
+4,102
+3% +$323K 1.8% 8
2023
Q3 		$9.13M Buy
125,260
+60,302
+93% +$4.76M 1.61% 15
2023
Q2 		$5.61M Sell
64,958
-71,020
-52% -$5.52M 1.67% 9
2023
Q1 		$9.93M Sell
135,978
-107,277
-44% -$7.45M 1.71% 13
2022
Q4 		$17.5M Sell
243,255
-1,787
-0.7% -$119K 1.23% 23
2022
Q3 		$16.6M Buy
+245,042
New +$15.7M 1.21% 25
2022
Q1 		$13.5M Buy
+216,962
New +$15.6M 0.93% 35

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

WealthPlan Investment Management's GGG Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Graco (GGG) stake by 21% in Q2 2026, selling an estimated $746K and leaving 36,172 shares worth $2.73M. The position accounts for 0.14% of the portfolio, ranked #137.

WealthPlan Investment Management first reported a position in GGG in Q1 2022 and has held it in 17 quarters since. The position peaked at $17.5M in Q4 2022. 729 funds tracked by Wall St. Rank hold GGG as of Q2 2026.

  • WealthPlan Investment Management held 36,172 shares of Graco worth $2.73M as of Q2 2026.
  • WealthPlan Investment Management sold 9,451 Graco shares in Q2 2026, an estimated $746K.
  • Graco made up 0.14% of WealthPlan Investment Management's portfolio in Q2 2026, its #137 holding.
  • WealthPlan Investment Management first reported a position in Graco in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's Graco position peaked at $17.5M in Q4 2022.
  • 729 funds tracked by Wall St. Rank held Graco as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.