RSWM
GRAL

Robertson Stephens Wealth Management’s GRAIL Inc GRAL Stock Holding History

Robertson Stephens Wealth Management’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
Q2 		$295K Sell
4,320
-4
-0.1% -$236 0.01% 526
2026
Q1 		$223K Sell
4,324
-4
-0.1% -$310 0.01% 567
2025
Q4 		$370K Buy
+4,328
New +$374K 0.01% 486

Other funds holding GRAL

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
WIM
WIM Investment Management Hong Kong $305M AUM 10.28% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LAI
Legal Advantage Investments Los Altos Hills, California $285M AUM 18.63% 1-Year Est. Return

Robertson Stephens Wealth Management's GRAL Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its GRAIL Inc (GRAL) stake by 0.09% in Q2 2026, selling an estimated $236 and leaving 4,320 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #526.

Robertson Stephens Wealth Management first reported a position in GRAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $370K in Q4 2025. 139 funds tracked by Wall St. Rank hold GRAL as of Q2 2026.

  • Robertson Stephens Wealth Management held 4,320 shares of GRAIL Inc worth $295K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 4 GRAIL Inc shares in Q2 2026, an estimated $236.
  • GRAIL Inc made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #526 holding.
  • Robertson Stephens Wealth Management first reported a position in GRAIL Inc in Q4 2025 and has held it in 3 quarters since.
  • Robertson Stephens Wealth Management's GRAIL Inc position peaked at $370K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held GRAIL Inc as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.