Sustainable Growth Advisers 13F: Cuts GWW Stake by $82M

Sustainable Growth Advisers reduced its stake in W.W. Grainger, Inc. GWW on October 15, 2026, according to a Form 13F filing with the SEC. Institutional filings look backward at portfolio choices made during the previous quarter and might not reflect what the fund holds today.

What Changed in Sustainable Growth Advisers's W.W. Grainger Position

The fund trimmed its investment by 65,563 shares, which worked out to a 33.4% decrease from the previous quarter. That left Sustainable Growth Advisers holding 130,483 shares of the industrial distributor. The reported value of the remaining stake stood at $162,550,502.

Other Institutional Activity in W.W. Grainger

Other major money managers also shifted their positions around the same time. Blackrock Inc. reduced its holdings by 8,355 shares, ending with 4,633,213 shares worth $6,165,416,312. Vanguard Capital Management LLC trimmed its stake by 1,153 shares to finish with 2,881,429 shares valued at $3,834,317,429. Vanguard Portfolio Management LLC lowered its position by 6,245 shares, leaving it with 2,306,592 shares worth $3,069,381,861. Meanwhile, State Street Corporation added 1,495,5 shares, growing its holdings 0.8% to 2,008,993 shares valued at $2,673,366,887. Geode Capital Management, LLC grew its stake by 139,105 shares, or 11.3%, to finish with 1,370,120 shares worth $1,823,218,617.

W.W. Grainger, Inc. Stock Up 0.7%

W.W. Grainger recently traded around $1,340.46. The share price sits roughly 3.8% above its 50-day moving average and about 10.0% above its 200-day moving average. The stock trades 5.6% below its 52-week high of $1,419.91 and well above its 52-week low of $906.52.

Recent Earnings

W.W. Grainger generated $18,844,996,800 in trailing-twelve-month revenue with an EPS of $39.21. The business posted a net margin of 9.9% and a return on equity of 46.1%. The next quarterly earnings report is scheduled for release on November 4, 2026.

Dividend

The company pays an annual dividend rate of $9.96 per share, giving it a dividend yield of 0.75%. W.W. Grainger allocates 23.6% of its earnings toward dividend payments.

Insider Buying and Selling at W.W. Grainger, Inc.

Company insiders were active sellers earlier in the year. Chief Financial Officer Deidra C Merriwether sold 1,488 shares on April 2, 2026, for a total value of $1,658,042. Chief Technology Officer Jonathan Michael Leroy sold 854 shares on May 12, 2026, worth $1,051,327. Officer Paige K Robbins sold 1,457 shares on May 12, 2026, totaling $1,795,450. Officer Laurie R. Thomson sold 313 shares on the same day for $385,519.

Analysts Set New Price Targets

Wall Street research firms maintain varied perspectives on the stock. On August 6, 2026, DA Davidson maintained its neutral rating and set a $1,260 price target. Barclays kept an underweight rating on August 11 with an $1,185 target, then adjusted its target to $1,172 on September 25, 2026. Morgan Stanley kept an equal-weight rating on August 24 with a $1,400 target, while RBC Capital maintained a sector perform rating on October 14 with a $1,427 target. Overall, the stock holds a consensus hold rating and a mean price target of $1,331.57 across 14 analyst opinions.

About W.W. Grainger

W.W. Grainger, Inc. distributes maintenance, repair, and operating products and services across North America, Japan, and the United Kingdom. Operating through its High-Touch Solutions and Endless Assortment segments, the company provides safety items, security goods, storage equipment, tools, and plumbing supplies to commercial customers.

Bottom Line

Investors will look toward the upcoming earnings release on November 4, 2026, for fresh updates on financial performance. Because 13F reports look backward, market watchers should wait for subsequent filings to see if Sustainable Growth Advisers continues to pare back its position. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.