AR
GO icon

Advisory Research’s Grocery Outlet GO Stock Holding History

Advisory Research’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-83,315
Closed -$1.34M – 150
2025
Q3 		$1.34M Buy
+83,315
New +$1.33M 0.18% 98
2025
Q1 		– Sell
-128,200
Closed -$2M – 151
2024
Q4 		$2M Sell
128,200
-5,785
-4% -$101K 0.33% 64
2024
Q3 		$2.35M Sell
133,985
-406,905
-75% -$7.7M 0.42% 57
2024
Q2 		$12M Buy
+540,890
New +$12.8M 2.25% 12

Other funds holding GO

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Research's GO Position: Q4 2025 in Review

Advisory Research sold out of Grocery Outlet (GO) in Q4 2025, closing a stake of 83,315 shares — an estimated $1.34M sold.

Advisory Research first reported a position in GO in Q2 2024 and held it in 4 quarters. The position peaked at $12M in Q2 2024. 240 funds tracked by Wall St. Rank hold GO as of Q4 2025.

  • Advisory Research reported no remaining Grocery Outlet position as of Q4 2025 after selling out during the quarter.
  • Advisory Research sold 83,315 Grocery Outlet shares in Q4 2025, an estimated $1.34M.
  • Advisory Research first reported a position in Grocery Outlet in Q2 2024 and held it in 4 quarters.
  • Advisory Research's Grocery Outlet position peaked at $12M in Q2 2024.
  • 240 funds tracked by Wall St. Rank held Grocery Outlet as of Q4 2025.

Based on Advisory Research's 13F filing for Q4 2025, filed 13 Feb 2026.