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Grail shares owned by Holos Integrated Wealth

Quarter-by-quarter ownership of Grail (GRAL) shares owned by Holos Integrated Wealth from 13F filings

Historical chart of Holos Integrated Wealth investment in Grail

Tip: Access up to 7 years of quarterly data

All positions including Grail held by Holos Integrated Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Grail by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $196 6 32.83

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
First Trust TCW Unconstrained PLUS Bond Etf (UCON)
Legacy Ed Stock (LGCY)
Vanguard Mid Cap Etf (VO)
First Trust Tactical High Yield Etf (HYLS)
Fidelity Limited Term Bond Etf (FLTB)
Fidelity Total Bond Etf (FBND)
SPDR Russell 1000 Yield Focus Etf (ONEY)
Ishares Russell Top 200 Etf (IWL)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
Fidelity Enhanced Small Cap Etf (FESM)
Innovator Defined Wealth Shield Etf (BALT)
Schwab US Dividend Equity Etf (SCHD)

View all positions for Holos Integrated Wealth

Top funds holding Grail

BlackRock
PRIMECAP Management Company
CRCM
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Farallon Capital Management
State Street Corporation
Fort Hoosac Management
Sessa Capital IM
Susquehanna International
Geode Capital Management
Morgan Stanley
AQR Capital Management
One Fin Capital Management
Goldman Sachs Group

View all funds holding Grail