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Prosperity Wealth Management’s Grocery Outlet GO Stock Holding History

Prosperity Wealth Management’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
2025
Q4 		– Sell
-19,000
Closed -$305K – 265
2025
Q3 		$305K Buy
+19,000
New +$303K 0.1% 183

Other funds holding GO

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prosperity Wealth Management's GO Position: Q4 2025 in Review

Prosperity Wealth Management sold out of Grocery Outlet (GO) in Q4 2025, closing a stake of 19,000 shares — an estimated $305K sold.

Prosperity Wealth Management first reported a position in GO in Q3 2025 and held it in 1 quarter. The position peaked at $305K in Q3 2025. 240 funds tracked by Wall St. Rank hold GO as of Q4 2025.

  • Prosperity Wealth Management reported no remaining Grocery Outlet position as of Q4 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 19,000 Grocery Outlet shares in Q4 2025, an estimated $305K.
  • Prosperity Wealth Management first reported a position in Grocery Outlet in Q3 2025 and held it in 1 quarter.
  • Prosperity Wealth Management's Grocery Outlet position peaked at $305K in Q3 2025.
  • 240 funds tracked by Wall St. Rank held Grocery Outlet as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.