Measured Risk Portfolios’s ESS Tech GWH Stock Holding History

Measured Risk Portfolios’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	-13	Closed	-$76	–	155
2024 Q4	$76	Buy	+13	New	+$87	﹤0.01%	318

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

Measured Risk Portfolios's GWH Position: Q1 2025 in Review

Measured Risk Portfolios sold out of ESS Tech (GWH) in Q1 2025, closing a stake of 13 shares — an estimated $76 sold.

Measured Risk Portfolios first reported a position in GWH in Q4 2024 and held it in 1 quarter. The position peaked at $76 in Q4 2024. 45 funds tracked by Wall St. Rank hold GWH as of Q1 2025.

Measured Risk Portfolios reported no remaining ESS Tech position as of Q1 2025 after selling out during the quarter.
Measured Risk Portfolios sold 13 ESS Tech shares in Q1 2025, an estimated $76.
Measured Risk Portfolios first reported a position in ESS Tech in Q4 2024 and held it in 1 quarter.
Measured Risk Portfolios's ESS Tech position peaked at $76 in Q4 2024.
45 funds tracked by Wall St. Rank held ESS Tech as of Q1 2025.

Based on Measured Risk Portfolios's 13F filing for Q1 2025, filed 13 May 2025.