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IFP Advisors’s Grocery Outlet GO Stock Holding History

IFP 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
2026
Q2 		$12.6K Buy
1,264
+1,257
+17,957% +$10.3K ﹤0.01% 3247
2026
Q1 		$49 Sell
7
-142
-95% -$1.23K ﹤0.01% 4830
2025
Q4 		$1.5K Buy
149
+22
+17% +$277 ﹤0.01% 3936
2025
Q3 		$2.04K Buy
127
+116
+1,055% +$1.85K ﹤0.01% 3684
2025
Q2 		$2.7K Buy
+11
New +$156 ﹤0.01% 3746
2025
Q1 		– Sell
-76
Closed -$1.19K – 4441
2024
Q4 		$1.19K Buy
+76
New +$1.32K ﹤0.01% 3246
2023
Q4 		– Sell
-9
Closed -$260 – 3168
2023
Q3 		$260 Hold
9
– – ﹤0.01% 3168
2023
Q2 		$275 Hold
9
– – ﹤0.01% 3281
2023
Q1 		$257 Sell
9
-1,590
-99% -$45.6K ﹤0.01% 3255
2022
Q4 		$45K Buy
1,599
+883
+123% +$27.7K ﹤0.01% 2312
2022
Q3 		$22K Buy
716
+663
+1,251% +$27K ﹤0.01% 2996
2022
Q2 		$2K Hold
53
– – ﹤0.01% 4126
2022
Q1 		$2K Buy
+53
New +$1.48K ﹤0.01% 4124
2020
Q4 		– Sell
-4,061
Closed -$164K – 2997
2020
Q3 		$160K Buy
4,061
+124
+3% +$5.11K 0.01% 784
2020
Q2 		$166K Buy
+3,937
New +$141K 0.01% 743

Other funds holding GO

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
F1I
Fund 1 Investments Rincon, Puerto Rico $603M AUM 62.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IFP Advisors's GO Position: Q2 2026 in Review

IFP Advisors increased its Grocery Outlet (GO) stake by 17,957% in Q2 2026, buying an estimated $10.3K and bringing the position to 1,264 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3247.

IFP Advisors first reported a position in GO in Q2 2020 and has held it in 15 quarters since. The position peaked at $166K in Q2 2020. 246 funds tracked by Wall St. Rank hold GO as of Q2 2026.

  • IFP Advisors held 1,264 shares of Grocery Outlet worth $12.6K as of Q2 2026.
  • IFP Advisors bought 1,257 Grocery Outlet shares in Q2 2026, an estimated $10.3K.
  • Grocery Outlet made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3247 holding.
  • IFP Advisors first reported a position in Grocery Outlet in Q2 2020 and has held it in 15 quarters since.
  • IFP Advisors's Grocery Outlet position peaked at $166K in Q2 2020.
  • 246 funds tracked by Wall St. Rank held Grocery Outlet as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.