Root Financial Partners
GRAL icon

Root Financial Partners’s GRAIL Inc GRAL Stock Holding History

Root Financial Partners’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
Q3 		$43.6K Buy
+311
New +$24.7K ﹤0.01% 1156
2026
Q2 		– Sell
-33
Closed -$1.7K – 3330
2026
Q1 		$1.7K Buy
+33
New +$2.56K ﹤0.01% 2383

Other funds holding GRAL

Slow Capital
Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return
LAI
Legal Advantage Investments Los Altos Hills, California $468M AUM 7.83% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
PVG Asset Management
PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Root Financial Partners's GRAL Position: Q3 2026 in Review

Root Financial Partners opened a new position in GRAIL Inc (GRAL) in Q3 2026: 311 shares worth $43.6K. The stake represents ﹤0.01% of the portfolio and ranks #1156 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GRAL as recently as Q1 2026.

Root Financial Partners first reported a position in GRAL in Q1 2026 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold GRAL as of Q3 2026.

  • Root Financial Partners held 311 shares of GRAIL Inc worth $43.6K as of Q3 2026.
  • GRAIL Inc was a new Root Financial Partners position in Q3 2026.
  • GRAIL Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1156 holding.
  • Root Financial Partners first reported a position in GRAIL Inc in Q1 2026 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held GRAIL Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.