CAZ Investments’s Grove Collaborative GROV Stock Holding History

CAZ Investments’s Portfolio GROV Stock Details GROV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.1K	Hold	13,350	–	–	0.02%	37
2025 Q4	$14.7K	Hold	13,350	–	–	0.03%	27
2025 Q3	$20K	Hold	13,350	–	–	0.04%	28
2025 Q2	$15.4K	Hold	13,350	–	–	0.09%	25
2025 Q1	$18K	Hold	13,350	–	–	0.13%	24
2024 Q4	$19K	Hold	13,350	–	–	0.03%	31
2024 Q3	$18K	Hold	13,350	–	–	0.01%	30
2024 Q2	$24K	Hold	13,350	–	–	0.01%	32
2024 Q1	$22K	Hold	13,350	–	–	0.04%	32
2023 Q4	$24K	Hold	13,350	–	–	0.03%	38
2023 Q3	$36K	Sell	13,350 -6,650	-33%	-$16.9K	0.07%	30
2023 Q2	$35K	Hold	20,000	–	–	0.04%	38
2023 Q1	$44K	Sell	20,000 -50,000	-71%	-$116K	0.09%	35
2022 Q4	$140K	Buy	+70,000	New	+$358K	0.25%	29

Other funds holding GROV

NVP Associates Menlo Park, California $176M AUM 208.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return

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

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CAZ Investments's GROV Position: Q1 2026 in Review

CAZ Investments held its Grove Collaborative (GROV) position steady in Q1 2026 at 13,350 shares worth $17.1K. The position accounts for 0.02% of the portfolio, ranked #37.

CAZ Investments first reported a position in GROV in Q4 2022 and has held it in 14 quarters since. The position peaked at $140K in Q4 2022. 27 funds tracked by Wall St. Rank hold GROV as of Q1 2026.

CAZ Investments held 13,350 shares of Grove Collaborative worth $17.1K as of Q1 2026.
CAZ Investments left its Grove Collaborative share count unchanged in Q1 2026.
Grove Collaborative made up 0.02% of CAZ Investments's portfolio in Q1 2026, its #37 holding.
CAZ Investments first reported a position in Grove Collaborative in Q4 2022 and has held it in 14 quarters since.
CAZ Investments's Grove Collaborative position peaked at $140K in Q4 2022.
27 funds tracked by Wall St. Rank held Grove Collaborative as of Q1 2026.

Based on CAZ Investments's 13F filing for Q1 2026, filed 12 May 2026.