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Private Wealth Management Group’s Grocery Outlet GO Stock Holding History

Private Wealth Management Group’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-53
Closed -$536 – 1493
2025
Q4 		$536 Buy
+53
New +$667 ﹤0.01% 1393
2025
Q1 		– Sell
-67
Closed -$1.05K – 1525
2024
Q4 		$1.05K Buy
67
+5
+8% +$87 ﹤0.01% 1290
2024
Q3 		$1.09K Sell
62
-54
-47% -$1.02K ﹤0.01% 1258
2024
Q2 		$2.57K Buy
116
+92
+383% +$2.18K ﹤0.01% 963
2024
Q1 		$691 Sell
24
-17
-41% -$448 ﹤0.01% 1377
2023
Q4 		$1.11K Buy
+41
New +$1.15K ﹤0.01% 1228

Other funds holding GO

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Private Wealth Management Group's GO Position: Q1 2026 in Review

Private Wealth Management Group sold out of Grocery Outlet (GO) in Q1 2026, closing a stake of 53 shares — an estimated $536 sold.

Private Wealth Management Group first reported a position in GO in Q4 2023 and held it in 6 quarters. The position peaked at $2.57K in Q2 2024. 226 funds tracked by Wall St. Rank hold GO as of Q1 2026.

  • Private Wealth Management Group reported no remaining Grocery Outlet position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 53 Grocery Outlet shares in Q1 2026, an estimated $536.
  • Private Wealth Management Group first reported a position in Grocery Outlet in Q4 2023 and held it in 6 quarters.
  • Private Wealth Management Group's Grocery Outlet position peaked at $2.57K in Q2 2024.
  • 226 funds tracked by Wall St. Rank held Grocery Outlet as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.