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WR Wealth Planners’s Graco GGG Stock Holding History

WR Wealth Planners’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
2024
Q4 		$16.5K Hold
196
– – 0.01% 512
2024
Q3 		$17.2K Buy
196
+40
+26% +$3.28K ﹤0.01% 527
2024
Q2 		$12.4K Buy
156
+30
+24% +$2.51K ﹤0.01% 557
2024
Q1 		$11.8K Buy
+126
New +$11.2K ﹤0.01% 567
2023
Q4 		– Sell
-120
Closed -$8.75K – 447
2023
Q3 		$8.75K Hold
120
– – ﹤0.01% 597
2023
Q2 		$10.4K Sell
120
-16
-12% -$1.24K ﹤0.01% 563
2023
Q1 		$9.93K Buy
+136
New +$9.44K ﹤0.01% 557

Other funds holding GGG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

WR Wealth Planners's GGG Position: Q4 2024 in Review

WR Wealth Planners held its Graco (GGG) position steady in Q4 2024 at 196 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #512.

WR Wealth Planners first reported a position in GGG in Q1 2023 and has held it in 7 quarters since. The position peaked at $17.2K in Q3 2024. 690 funds tracked by Wall St. Rank hold GGG as of Q4 2024.

  • WR Wealth Planners held 196 shares of Graco worth $16.5K as of Q4 2024.
  • WR Wealth Planners left its Graco share count unchanged in Q4 2024.
  • Graco made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #512 holding.
  • WR Wealth Planners first reported a position in Graco in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Graco position peaked at $17.2K in Q3 2024.
  • 690 funds tracked by Wall St. Rank held Graco as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.