Jackson Grant Investment Advisers’s ESS Tech GWH Stock Holding History

Jackson Grant Investment Advisers’s Portfolio GWH Stock Details GWH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-20	Closed	-$118	–	389
2024 Q4	$118	Hold	20	–	–	﹤0.01%	396
2024 Q3	$126	Hold	20	–	–	﹤0.01%	399
2024 Q2	$247	Hold	20	–	–	﹤0.01%	394
2024 Q1	$218	Hold	20	–	–	﹤0.01%	392
2023 Q4	$344	Hold	20	–	–	﹤0.01%	394
2023 Q3	$568	Hold	20	–	–	﹤0.01%	392
2023 Q2	$444	Hold	20	–	–	﹤0.01%	414
2023 Q1	$420	Hold	20	–	–	﹤0.01%	461
2022 Q4	$734	Hold	20	–	–	﹤0.01%	315
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	344
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	351
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	350
2021 Q4	$3K	Hold	20	–	–	﹤0.01%	279
2021 Q3	$3K	Buy	+20	New	+$2.98K	﹤0.01%	347

Other funds holding GWH

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LNWTC

Laird Norton Wetherby Trust Company Seattle, Washington $4.58B AUM 30.77% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jackson Grant Investment Advisers's GWH Position: Q1 2025 in Review

Jackson Grant Investment Advisers sold out of ESS Tech (GWH) in Q1 2025, closing a stake of 20 shares — an estimated $118 sold.

Jackson Grant Investment Advisers first reported a position in GWH in Q3 2021 and held it in 14 quarters. The position peaked at $3K in Q4 2021. 45 funds tracked by Wall St. Rank hold GWH as of Q1 2025.

Jackson Grant Investment Advisers reported no remaining ESS Tech position as of Q1 2025 after selling out during the quarter.
Jackson Grant Investment Advisers sold 20 ESS Tech shares in Q1 2025, an estimated $118.
Jackson Grant Investment Advisers first reported a position in ESS Tech in Q3 2021 and held it in 14 quarters.
Jackson Grant Investment Advisers's ESS Tech position peaked at $3K in Q4 2021.
45 funds tracked by Wall St. Rank held ESS Tech as of Q1 2025.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2025, filed 6 May 2025.