Kingswood Wealth Advisors’s GRAIL Inc GRAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$268K Sell
3,924
-58
-1% -$3.42K 0.01% 829
2026
Q1
$206K Sell
3,982
-211
-5% -$16.3K 0.01% 877
2025
Q4
$359K Buy
+4,193
New +$362K 0.02% 626

Other funds holding GRAL

Kingswood Wealth Advisors's GRAL Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its GRAIL Inc (GRAL) stake by 1.5% in Q2 2026, selling an estimated $3.42K and leaving 3,924 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #829.

Kingswood Wealth Advisors first reported a position in GRAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $359K in Q4 2025. 373 funds tracked by Wall St. Rank hold GRAL as of Q2 2026.

  • Kingswood Wealth Advisors held 3,924 shares of GRAIL Inc worth $268K as of Q2 2026.
  • Kingswood Wealth Advisors sold 58 GRAIL Inc shares in Q2 2026, an estimated $3.42K.
  • GRAIL Inc made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #829 holding.
  • Kingswood Wealth Advisors first reported a position in GRAIL Inc in Q4 2025 and has held it in 3 quarters since.
  • Kingswood Wealth Advisors's GRAIL Inc position peaked at $359K in Q4 2025.
  • 373 funds tracked by Wall St. Rank held GRAIL Inc as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.