Position in GWW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$646,190
+$125,874 QoQ
Shares Held
475
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#750
of 1,357 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GWW Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $14,392,472 across 2 Industrial Distribution names. GWW ranks #2 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
286,202 | $13,746,282 | |
| 2 | GWW |
W.W. Grainger, Inc.
This page
|
475 | $646,190 |
All Filings in GWW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $646,190 | 475 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $520,316 | 477 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $487,371 | 483 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $451,703 | 474 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $484,751 | 466 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $472,182 | 478 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $486,971 | 462 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $473,697 | 456 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $380,745 | 422 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $410,989 | 404 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $334,790 | 404 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $279,503 | 404 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $318,590 | 404 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $278,279 | 404 | Shares | Sole | 2023-04-21 | |
| No filing history on record for this holder in this stock. | ||||||