JFS Wealth Advisors’s Grocery Outlet GO Stock Holding History

JFS Wealth 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	$200	Buy	+20	New	+$165	﹤0.01%	2149
2025 Q4	–	Sell	-2	Closed	-$33	–	1940
2025 Q3	$33	Sell	2 -52	-96%	-$830	﹤0.01%	1878
2025 Q2	$671	Buy	+54	New	+$768	﹤0.01%	1644
2025 Q1	–	Sell	-1	Closed	-$16	–	1961
2024 Q4	$16	Hold	1	–	–	﹤0.01%	1935
2024 Q3	$18	Sell	1 -31	-97%	-$587	﹤0.01%	1951
2024 Q2	$708	Sell	32 -19	-37%	-$450	﹤0.01%	1746
2024 Q1	$1.47K	Sell	51 -9	-15%	-$237	﹤0.01%	1547
2023 Q4	$1.62K	Buy	60 +9	+18%	+$252	﹤0.01%	1518
2023 Q3	$1.47K	Hold	51	–	–	﹤0.01%	1478
2023 Q2	$1.56K	Hold	51	–	–	﹤0.01%	1477
2023 Q1	$1.44K	Sell	51 -4	-7%	-$115	﹤0.01%	1476
2022 Q4	$1.6K	Sell	55 -10	-15%	-$314	﹤0.01%	1457
2022 Q3	$2K	Sell	65 -18	-22%	-$732	﹤0.01%	1327
2022 Q2	$4K	Buy	83 +29	+54%	+$1.06K	﹤0.01%	1073
2022 Q1	$2K	Buy	54 +33	+157%	+$920	﹤0.01%	1412
2021 Q4	$1K	Buy	+21	New	+$539	﹤0.01%	1373

Other funds holding GO

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JFS Wealth Advisors's GO Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Grocery Outlet (GO) in Q2 2026: 20 shares worth $200. The stake represents ﹤0.01% of the portfolio and ranks #2149 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in GO as recently as Q3 2025.

JFS Wealth Advisors first reported a position in GO in Q4 2021 and has held it in 16 quarters since. The position peaked at $4K in Q2 2022. 245 funds tracked by Wall St. Rank hold GO as of Q2 2026.

JFS Wealth Advisors held 20 shares of Grocery Outlet worth $200 as of Q2 2026.
Grocery Outlet was a new JFS Wealth Advisors position in Q2 2026.
Grocery Outlet made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2149 holding.
JFS Wealth Advisors first reported a position in Grocery Outlet in Q4 2021 and has held it in 16 quarters since.
JFS Wealth Advisors's Grocery Outlet position peaked at $4K in Q2 2022.
245 funds tracked by Wall St. Rank held Grocery Outlet as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.