Position in GWW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,497,588
+$529,494 QoQ
Shares Held
2,571
-5.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#415
of 1,362 holders
Holding Since
Dec 2021
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, 2026Concord Wealth Partners holds $3,509,447 across 5 Industrial Distribution names. GWW ranks #1 (99.7% 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 | $3,497,588 | 2,571 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,968,094 | 2,721 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,472,172 | 2,450 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,208,008 | 2,317 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,152,256 | 2,069 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,323,376 | 2,352 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,479,125 | 2,352 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,231,364 | 2,148 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,611,400 | 1,786 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,314,351 | 1,292 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $541,963 | 654 | Shares | Sole | 2024-04-30 | |
| 2022-06-30 | $13,632 | 30 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $15,473 | 30 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $3,109 | 6 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||