NWF Advisory Services’s GRAIL Inc GRAL Stock Holding History

NWF Advisory Services’s Portfolio GRAL Stock Details GRAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$836K	Sell	5,966 -513	-8%	-$40.7K	0.08%	162
2026 Q2	$442K	Sell	6,479 -2,602	-29%	-$153K	0.04%	242
2026 Q1	$469K	Sell	9,081 -12,989	-59%	-$1.01M	0.05%	219
2025 Q4	$1.89M	Buy	22,070 +1,564	+8%	+$135K	0.21%	87
2025 Q3	$1.21M	Sell	20,506 -150	-0.7%	-$5.73K	0.13%	118
2025 Q2	$1.06M	Buy	+20,656	New	+$748K	0.13%	124

Other funds holding GRAL

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

LAI

Legal Advantage Investments Los Altos Hills, California $468M AUM 7.83% 1-Year Est. Return

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return

William John Sempolinski Easton, Massachusetts $259M AUM 24.85% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

NWF Advisory Services's GRAL Position: Q3 2026 in Review

NWF Advisory Services reduced its GRAIL Inc (GRAL) stake by 7.9% in Q3 2026, selling an estimated $40.7K and leaving 5,966 shares worth $836K. The position accounts for 0.08% of the portfolio, ranked #162.

NWF Advisory Services first reported a position in GRAL in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.89M in Q4 2025. 68 funds tracked by Wall St. Rank hold GRAL as of Q3 2026.

NWF Advisory Services held 5,966 shares of GRAIL Inc worth $836K as of Q3 2026.
NWF Advisory Services sold 513 GRAIL Inc shares in Q3 2026, an estimated $40.7K.
GRAIL Inc made up 0.08% of NWF Advisory Services's portfolio in Q3 2026, its #162 holding.
NWF Advisory Services first reported a position in GRAIL Inc in Q2 2025 and has held it in 6 quarters since.
NWF Advisory Services's GRAIL Inc position peaked at $1.89M in Q4 2025.
68 funds tracked by Wall St. Rank held GRAIL Inc as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.