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Grail shares owned by Summit Financial

Quarter-by-quarter ownership of Grail (GRAL) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Grail

Tip: Access up to 7 years of quarterly data

All positions including Grail held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Grail by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $753k 13k 59.13

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

Top funds holding Grail

BlackRock
PRIMECAP Management Company
CRCM
Vanguard Group
Baker Bros. Advisors
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