Ownership history in Summit Financial, LLC · 4 quarters on record
This page tracks every 13F SEC filing in which Summit Financial, LLC reported a position in GRACO INC (GGG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 2,603 | -231 | -8.2% | 0.00% | $221K | $84.39 |
| 2025 Q2 | ADDED | 2,834 | +255 | +9.9% | 0.01% | $244K | $85.12 |
| 2025 Q1 | REDUCED | 2,579 | -21 | -0.8% | 0.01% | $215K | $82.40 |
| 2024 Q4 | INITIATED | 2,600 | — | — | 0.01% | $219K | $82.90 |
As of 2025 Q4 — sorted by position size