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Turning Point Benefit Group’s Grocery Outlet GO Stock Holding History

Turning Point Benefit 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
-40
Closed -$404 – 379
2025
Q4 		$404 Buy
+40
New +$503 ﹤0.01% 672

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 $3.38T AUM 44.17% 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

Turning Point Benefit Group's GO Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Grocery Outlet (GO) in Q1 2026, closing a stake of 40 shares — an estimated $404 sold.

Turning Point Benefit Group first reported a position in GO in Q4 2025 and held it in 1 quarter. The position peaked at $404 in Q4 2025. 226 funds tracked by Wall St. Rank hold GO as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Grocery Outlet position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 40 Grocery Outlet shares in Q1 2026, an estimated $404.
  • Turning Point Benefit Group first reported a position in Grocery Outlet in Q4 2025 and held it in 1 quarter.
  • Turning Point Benefit Group's Grocery Outlet position peaked at $404 in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Grocery Outlet as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.