180 Wealth Advisors’s GRAIL Inc GRAL Stock Holding History

180 Wealth Advisors’s Portfolio GRAL Stock Details GRAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.72M	Buy	127,774 +427	+0.3%	+$25.1K	0.87%	25
2026 Q1	$6.58M	Buy	127,347 +12,300	+11%	+$953K	0.75%	26
2025 Q4	$9.85M	Sell	115,047 -3,814	-3%	-$330K	1.12%	17
2025 Q3	$7.03M	Buy	118,861 +5,313	+5%	+$203K	0.86%	22
2025 Q2	$5.84M	Buy	113,548 +11,665	+11%	+$422K	0.81%	24
2025 Q1	$2.6M	Buy	101,883 +7,705	+8%	+$238K	0.41%	65
2024 Q4	$1.68M	Buy	94,178 +25,246	+37%	+$410K	0.26%	91
2024 Q3	$949K	Buy	+68,932	New	+$1.05M	0.15%	141

Other funds holding GRAL

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Westmount Partners Los Angeles, California $454M AUM 31.05% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return