Lyell Wealth Management’s Grab GRAB Stock Holding History

Lyell Wealth Management’s Portfolio GRAB Stock Details GRAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$121K	Sell	38,800 -8,700	-18%	-$30.1K	0.01%	231
2026 Q2	$179K	Hold	47,500	–	–	0.01%	228
2026 Q1	$174K	Buy	47,500 +2,000	+4%	+$8.48K	0.01%	215
2025 Q4	$227K	Hold	45,500	–	–	0.02%	200
2025 Q3	$274K	Buy	45,500 +5,500	+14%	+$29.2K	0.02%	189
2025 Q2	$201K	Hold	40,000	–	–	0.02%	215
2025 Q1	$181K	Hold	40,000	–	–	0.02%	201
2024 Q4	$189K	Hold	40,000	–	–	0.02%	199
2024 Q3	$152K	Hold	40,000	–	–	0.01%	207
2024 Q2	$142K	Buy	40,000 +10,000	+33%	+$35.1K	0.01%	199
2024 Q1	$94.2K	Hold	30,000	–	–	0.01%	197
2023 Q4	$101K	Buy	+30,000	New	+$97K	0.01%	194

Other funds holding GRAB

Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.48B AUM 19.65% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Lyell Wealth Management's GRAB Position: Q3 2026 in Review

Lyell Wealth Management reduced its Grab (GRAB) stake by 18% in Q3 2026, selling an estimated $30.1K and leaving 38,800 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #231.

Lyell Wealth Management first reported a position in GRAB in Q4 2023 and has held it in 12 quarters since. The position peaked at $274K in Q3 2025. 167 funds tracked by Wall St. Rank hold GRAB as of Q3 2026.

Lyell Wealth Management held 38,800 shares of Grab worth $121K as of Q3 2026.
Lyell Wealth Management sold 8,700 Grab shares in Q3 2026, an estimated $30.1K.
Grab made up 0.01% of Lyell Wealth Management's portfolio in Q3 2026, its #231 holding.
Lyell Wealth Management first reported a position in Grab in Q4 2023 and has held it in 12 quarters since.
Lyell Wealth Management's Grab position peaked at $274K in Q3 2025.
167 funds tracked by Wall St. Rank held Grab as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.