DLA
GRAL

Douglas Lane & Associates’s GRAIL Inc GRAL Stock Holding History

Douglas Lane & Associates’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 		$11.1M Buy
162,340
+816
+0.5% +$48K 0.15% 118
2026
Q1 		$8.35M Sell
161,524
-100
-0.1% -$7.75K 0.12% 120
2025
Q4 		$13.8M Sell
161,624
-6,692
-4% -$578K 0.19% 111
2025
Q3 		$9.95M Sell
168,316
-330
-0.2% -$12.6K 0.14% 113
2025
Q2 		$8.67M Sell
168,646
-1,336
-0.8% -$48.4K 0.13% 119
2025
Q1 		$4.34M Buy
169,982
+5
+0% +$154 0.06% 131
2024
Q4 		$3.03M Buy
169,977
+49,059
+41% +$798K 0.04% 138
2024
Q3 		$1.66M Buy
120,918
+79,631
+193% +$1.21M 0.02% 150
2024
Q2 		$635K Buy
+41,287
New +$670K 0.01% 173

Other funds holding GRAL

1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 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
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $454M AUM 31.05% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return