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HFM Investment Advisors’s Grocery Outlet GO Stock Holding History

HFM Investment Advisors’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3
Closed -$48 – 1297
2025
Q3 		$48 Sell
3
-2
-40% -$32 ﹤0.01% 1223
2025
Q2 		$62 Buy
+5
New +$71 ﹤0.01% 1201

Other funds holding GO

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HFM Investment Advisors's GO Position: Q4 2025 in Review

HFM Investment Advisors sold out of Grocery Outlet (GO) in Q4 2025, closing a stake of 3 shares — an estimated $48 sold.

HFM Investment Advisors first reported a position in GO in Q2 2025 and held it in 2 quarters. The position peaked at $62 in Q2 2025. 240 funds tracked by Wall St. Rank hold GO as of Q4 2025.

  • HFM Investment Advisors reported no remaining Grocery Outlet position as of Q4 2025 after selling out during the quarter.
  • HFM Investment Advisors sold 3 Grocery Outlet shares in Q4 2025, an estimated $48.
  • HFM Investment Advisors first reported a position in Grocery Outlet in Q2 2025 and held it in 2 quarters.
  • HFM Investment Advisors's Grocery Outlet position peaked at $62 in Q2 2025.
  • 240 funds tracked by Wall St. Rank held Grocery Outlet as of Q4 2025.

Based on HFM Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.