Steward Partners Investment Advisory’s Grocery Outlet GO Stock Holding History

Steward Partners Investment Advisory’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	-26	Closed	-$417	–	4378
2025 Q3	$417	Buy	+26	New	+$415	﹤0.01%	4138
2024 Q1	–	Sell	-9	Closed	-$243	–	3606
2023 Q4	$243	Buy	+9	New	+$252	﹤0.01%	3399
2022 Q2	–	Sell	-204	Closed	-$7K	–	3286
2022 Q1	$7K	Buy	+204	New	+$5.69K	﹤0.01%	2770
2021 Q2	–	Sell	-103	Closed	-$3.8K	–	7216
2021 Q1	$3.8K	Buy	+103	New	+$4K	﹤0.01%	3079

Other funds holding GO

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Steward Partners Investment Advisory's GO Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Grocery Outlet (GO) in Q4 2025, closing a stake of 26 shares — an estimated $417 sold.

Steward Partners Investment Advisory first reported a position in GO in Q1 2021 and held it in 4 quarters. The position peaked at $7K in Q1 2022. 240 funds tracked by Wall St. Rank hold GO as of Q4 2025.

Steward Partners Investment Advisory reported no remaining Grocery Outlet position as of Q4 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 26 Grocery Outlet shares in Q4 2025, an estimated $417.
Steward Partners Investment Advisory first reported a position in Grocery Outlet in Q1 2021 and held it in 4 quarters.
Steward Partners Investment Advisory's Grocery Outlet position peaked at $7K in Q1 2022.
240 funds tracked by Wall St. Rank held Grocery Outlet as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.