Planned Solutions’s Grove Collaborative GROV Stock Holding History

Planned Solutions’s Portfolio GROV Stock Details GROV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-200	Closed	-$270	–	317
2024 Q3	$270	Buy	+200	New	+$285	﹤0.01%	627

Other funds holding GROV

NVP Associates Menlo Park, California $176M AUM 208.78% 1-Year Est. Return

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

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

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

StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IMC

Inherent Management Corp New York $197M AUM 23.09% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Planned Solutions's GROV Position: Q4 2024 in Review

Planned Solutions sold out of Grove Collaborative (GROV) in Q4 2024, closing a stake of 200 shares — an estimated $270 sold.

Planned Solutions first reported a position in GROV in Q3 2024 and held it in 1 quarter. The position peaked at $270 in Q3 2024. 33 funds tracked by Wall St. Rank hold GROV as of Q4 2024.

Planned Solutions reported no remaining Grove Collaborative position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 200 Grove Collaborative shares in Q4 2024, an estimated $270.
Planned Solutions first reported a position in Grove Collaborative in Q3 2024 and held it in 1 quarter.
Planned Solutions's Grove Collaborative position peaked at $270 in Q3 2024.
33 funds tracked by Wall St. Rank held Grove Collaborative as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.