Bay Colony Advisors’s GRAIL Inc GRAL Stock Holding History

Bay Colony 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	$207K	Buy	+3,025	New	+$178K	0.02%	466
2026 Q1	–	Sell	-3,495	Closed	-$299K	–	542
2025 Q4	$299K	Sell	3,495 -2,488	-42%	-$215K	0.04%	392
2025 Q3	$354K	Buy	5,983 +1,458	+32%	+$55.7K	0.04%	356
2025 Q2	$233K	Buy	+4,525	New	+$164K	0.03%	406

Other funds holding GRAL

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

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 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

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