Optimize Financial’s GRAIL Inc GRAL Stock Holding History

Optimize Financial’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
2025 Q3	–	Sell	-4,726	Closed	-$243K	–	453
2025 Q2	$243K	Buy	+4,726	New	+$171K	0.15%	190

Other funds holding GRAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

CRCM LP San Francisco, California $141M AUM 153.09% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

APCM

Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Optimize Financial's GRAL Position: Q3 2025 in Review

Optimize Financial sold out of GRAIL Inc (GRAL) in Q3 2025, closing a stake of 4,726 shares — an estimated $243K sold.

Optimize Financial first reported a position in GRAL in Q2 2025 and held it in 1 quarter. The position peaked at $243K in Q2 2025. 346 funds tracked by Wall St. Rank hold GRAL as of Q3 2025.

Optimize Financial reported no remaining GRAIL Inc position as of Q3 2025 after selling out during the quarter.
Optimize Financial sold 4,726 GRAIL Inc shares in Q3 2025, an estimated $243K.
Optimize Financial first reported a position in GRAIL Inc in Q2 2025 and held it in 1 quarter.
Optimize Financial's GRAIL Inc position peaked at $243K in Q2 2025.
346 funds tracked by Wall St. Rank held GRAIL Inc as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.