GHP Investment Advisors, Inc. GGG — GRACO INC COM

Ownership history in GHP Investment Advisors, Inc.  ·  32 quarters on record

AI Ownership Summary

GHP Investment Advisors, Inc. reported GRACO INC COM (GGG) in 32 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.25% in 2024 Q3. The latest visible filing shows GGG at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GGG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GHP Investment Advisors, Inc.'s position in GRACO INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GGG was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GHP Investment Advisors, Inc. held GGG — position size vs. price
% of Fund (quarterly)    GGG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 54,635 -2,206 -3.9% 0.15% $4.1M 2026-07-20 $73.63
2026 Q1 REDUCED — — — 56,841 -521 -0.9% 0.20% $4.8M 2026-04-21 $86.93
2025 Q4 REDUCED — — — 57,362 -1,280 -2.2% 0.19% $4.7M 2026-01-27 $87.01
2025 Q3 REDUCED — — — 58,642 -452 -0.8% 0.21% $5.0M 2025-10-31 $80.90
2025 Q2 REDUCED — — — 59,094 -598 -1.0% 0.23% $5.1M 2025-08-05 $82.71
2025 Q1 REDUCED — — — 59,692 -661 -1.1% 0.24% $5.0M 2025-04-23 $77.62
2024 Q4 REDUCED — — — 60,353 -2,877 -4.6% 0.24% $5.1M 2025-01-27 $84.19
2024 Q3 REDUCED — — — 63,230 -463 -0.7% 0.25% $5.5M 2024-10-24 $80.39
2024 Q2 REDUCED — — — 63,693 -1,349 -2.1% 0.25% $5.0M 2024-08-08 $77.99
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About GHP Investment Advisors, Inc. and GGG

These are the practical questions this page is built to answer before you even open the full history table.

How long has GHP Investment Advisors, Inc. reported owning GGG?

GHP Investment Advisors, Inc. reported GGG across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported GGG position in GHP Investment Advisors, Inc.'s portfolio?

The largest reported portfolio weight for GGG was 0.25% in 2024 Q3.

What is the latest reported GGG position on this page?

The most recent filing on this page is 2026 Q2, when GHP Investment Advisors, Inc. reported 54,635 shares, equal to 0.15% of portfolio, with an estimated market value of $4.1M.

What does the chart on this GGG ownership page compare?

The chart compares GHP Investment Advisors, Inc.'s quarterly GGG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GHP Investment Advisors, Inc. time their GGG position?

Based on 13F filing dates vs. subsequent GGG price moves, GHP Investment Advisors, Inc. correctly timed 9 out of 18 reported position changes (50%). The annualised alpha on GGG relative to SPY over the holding period was +44.8%.

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