Position in GWW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,044,151
-$591,519 QoQ
Shares Held
5,178
-26.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#302
of 1,362 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GWW Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $15,131,982 across 3 Industrial Distribution names. GWW ranks #1 (46.6% of the industry book) .
All Filings in GWW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,044,151 | 5,178 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $7,635,670 | 7,000 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $7,960,395 | 7,889 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $8,276,457 | 8,685 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,286,222 | 8,927 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $9,161,134 | 9,274 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $9,365,234 | 8,885 | Shares | Other | 2025-01-29 | |
| 2024-09-30 | $9,664,050 | 9,303 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $8,474,739 | 9,393 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $9,706,059 | 9,541 | Shares | Other | 2024-04-29 | |
| 2023-12-31 | $8,133,592 | 9,815 | Shares | Other | 2024-02-01 | |
| 2023-09-30 | $6,923,934 | 10,008 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $7,893,785 | 10,010 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $7,768,399 | 11,278 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||