Albion Financial Group’s ESS Tech GWH Stock Holding History

Albion Financial Group’s Portfolio GWH Stock Details GWH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-13	Closed	-$18	–	655
2025 Q2	$18	Hold	13	–	–	﹤0.01%	582
2025 Q1	$43	Hold	13	–	–	﹤0.01%	601
2024 Q4	$77	Hold	13	–	–	﹤0.01%	671
2024 Q3	$83	Hold	13	–	–	﹤0.01%	499
2024 Q2	$164	Hold	13	–	–	﹤0.01%	494
2024 Q1	$145	Hold	13	–	–	﹤0.01%	486
2023 Q4	$228	Hold	13	–	–	﹤0.01%	459
2023 Q3	$376	Hold	13	–	–	﹤0.01%	450
2023 Q2	$294	Hold	13	–	–	﹤0.01%	446
2023 Q1	$278	Hold	13	–	–	﹤0.01%	428
2022 Q4	$486	Hold	13	–	–	﹤0.01%	455
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	410
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	469
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	531
2021 Q4	$2K	Buy	+13	New	+$2.87K	﹤0.01%	516

Other funds holding GWH

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

ACM

Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

YAG

Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Albion Financial Group's GWH Position: Q3 2025 in Review

Albion Financial Group sold out of ESS Tech (GWH) in Q3 2025, closing a stake of 13 shares — an estimated $18 sold.

Albion Financial Group first reported a position in GWH in Q4 2021 and held it in 15 quarters. The position peaked at $2K in Q4 2021. 46 funds tracked by Wall St. Rank hold GWH as of Q3 2025.

Albion Financial Group reported no remaining ESS Tech position as of Q3 2025 after selling out during the quarter.
Albion Financial Group sold 13 ESS Tech shares in Q3 2025, an estimated $18.
Albion Financial Group first reported a position in ESS Tech in Q4 2021 and held it in 15 quarters.
Albion Financial Group's ESS Tech position peaked at $2K in Q4 2021.
46 funds tracked by Wall St. Rank held ESS Tech as of Q3 2025.

Based on Albion Financial Group's 13F filing for Q3 2025, filed 20 Oct 2025.