Holos Integrated Wealth
GRAL icon

Holos Integrated Wealth’s GRAIL Inc GRAL Stock Holding History

Holos Integrated Wealth’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
Q3 		$735 Hold
6
– – ﹤0.01% 365
2026
Q2 		$413 Hold
6
– – ﹤0.01% 362
2026
Q1 		$295 Hold
6
– – ﹤0.01% 391
2025
Q4 		$533 Hold
6
– – ﹤0.01% 294
2025
Q3 		$397 Hold
6
– – ﹤0.01% 292
2025
Q2 		$197 Hold
6
– – ﹤0.01% 299
2025
Q1 		$153 Hold
6
– – ﹤0.01% 306
2024
Q4 		$107 Buy
+6
New +$98 ﹤0.01% 307

Other funds holding GRAL

Slow Capital
Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
LAI
Legal Advantage Investments Los Altos Hills, California $468M AUM 7.83% 1-Year Est. Return
PVG Asset Management
PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Bouvel Investment Partners
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
William John Sempolinski
William John Sempolinski Easton, Massachusetts $259M AUM 24.85% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Holos Integrated Wealth's GRAL Position: Q3 2026 in Review

Holos Integrated Wealth held its GRAIL Inc (GRAL) position steady in Q3 2026 at 6 shares worth $735. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Holos Integrated Wealth first reported a position in GRAL in Q4 2024 and has held it in 8 quarters since. 79 funds tracked by Wall St. Rank hold GRAL as of Q3 2026.

  • Holos Integrated Wealth held 6 shares of GRAIL Inc worth $735 as of Q3 2026.
  • Holos Integrated Wealth left its GRAIL Inc share count unchanged in Q3 2026.
  • GRAIL Inc made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #365 holding.
  • Holos Integrated Wealth first reported a position in GRAIL Inc in Q4 2024 and has held it in 8 quarters since.
  • 79 funds tracked by Wall St. Rank held GRAIL Inc as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.