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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
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

WealthPlan Investment Management's GGG Position: Q1 2026 in Review

WealthPlan Investment Management reduced its Graco (GGG) stake by 34% in Q1 2026, selling an estimated $2.06M and leaving 45,623 shares worth $3.86M. The position accounts for 0.22% of the portfolio, ranked #102.

WealthPlan Investment Management first reported a position in GGG in Q1 2022 and has held it in 16 quarters since. The position peaked at $17.5M in Q4 2022. 760 funds tracked by Wall St. Rank hold GGG as of Q1 2026.

  • WealthPlan Investment Management held 45,623 shares of Graco worth $3.86M as of Q1 2026.
  • WealthPlan Investment Management sold 23,305 Graco shares in Q1 2026, an estimated $2.06M.
  • Graco made up 0.22% of WealthPlan Investment Management's portfolio in Q1 2026, its #102 holding.
  • WealthPlan Investment Management first reported a position in Graco in Q1 2022 and has held it in 16 quarters since.
  • WealthPlan Investment Management's Graco position peaked at $17.5M in Q4 2022.
  • 760 funds tracked by Wall St. Rank held Graco as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.