CWG
GRAL

Crown Wealth Group’s GRAIL Inc GRAL Stock Holding History

Crown Wealth Group’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 		$479K Sell
7,016
-600
-8% -$35.3K 0.12% 79
2026
Q1 		$394K Sell
7,616
-700
-8% -$54.2K 0.12% 85
2025
Q4 		$712K Buy
8,316
+700
+9% +$60.5K 0.2% 55
2025
Q3 		$450K Sell
7,616
-1,370
-15% -$52.4K 0.14% 71
2025
Q2 		$462K Buy
8,986
+500
+6% +$18.1K 0.17% 58
2025
Q1 		$217K Buy
+8,486
New +$262K 0.11% 99

Other funds holding GRAL

SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LAI
Legal Advantage Investments Los Altos Hills, California $285M AUM 18.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
PAM
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
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return

Crown Wealth Group's GRAL Position: Q2 2026 in Review

Crown Wealth Group reduced its GRAIL Inc (GRAL) stake by 7.9% in Q2 2026, selling an estimated $35.3K and leaving 7,016 shares worth $479K. The position accounts for 0.12% of the portfolio, ranked #79.

Crown Wealth Group first reported a position in GRAL in Q1 2025 and has held it in 6 quarters since. The position peaked at $712K in Q4 2025. 100 funds tracked by Wall St. Rank hold GRAL as of Q2 2026.

  • Crown Wealth Group held 7,016 shares of GRAIL Inc worth $479K as of Q2 2026.
  • Crown Wealth Group sold 600 GRAIL Inc shares in Q2 2026, an estimated $35.3K.
  • GRAIL Inc made up 0.12% of Crown Wealth Group's portfolio in Q2 2026, its #79 holding.
  • Crown Wealth Group first reported a position in GRAIL Inc in Q1 2025 and has held it in 6 quarters since.
  • Crown Wealth Group's GRAIL Inc position peaked at $712K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held GRAIL Inc as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.