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Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

GWW holding history

W.W. Grainger, Inc. in every 13F filed by Marks Group Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GWW overviewAll 13F holders of GWWFull Q2 2026 holdings

Shares (Q2 2026)
5,178
Value
$7.04M
% of portfolio
0.6%
Quarters held
14
Since Q1 2023
Holdings of GWW by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,178$7.04M0.6%−1,822−26.0%ReducedHolders
Q1 20267,000$7.64M0.7%−889−11.3%ReducedHolders
Q4 20257,889$7.96M0.8%−796−9.2%ReducedHolders
Q3 20258,685$8.28M0.8%−242−2.7%ReducedHolders
Q2 20258,927$9.29M0.9%−347−3.7%ReducedHolders
Q1 20259,274$9.16M0.9%+389+4.4%AddedHolders
Q4 20248,885$9.37M0.9%−418−4.5%ReducedHolders
Q3 20249,303$9.66M0.9%−90−1.0%ReducedHolders
Q2 20249,393$8.47M0.9%−148−1.6%ReducedHolders
Q1 20249,541$9.71M1.0%−274−2.8%ReducedHolders
Q4 20239,815$8.13M0.9%−193−1.9%ReducedHolders
Q3 202310,008$6.92M0.9%−20.0%ReducedHolders
Q2 202310,010$7.89M0.9%−1,268−11.2%ReducedHolders
Q1 202311,278$7.77M1.0%+11,278NewHolders