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Grail shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Grail

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Grail by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $532 9 59.22
2025-06-30 $52k 1.0k 51.42
2025-03-31 $105k 4.1k 25.54
2024-12-31 $107k 6.0k 17.85

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Grail

BlackRock
PRIMECAP Management Company
Vanguard Group
CRCM
Baker Bros. Advisors
Farallon Capital Management
State Street Corporation
Fort Hoosac Management
Sessa Capital IM
Susquehanna International
Geode Capital Management
AQR Capital Management
One Fin Capital Management
Goldman Sachs Group
Northern Trust

View all funds holding Grail