Principal Financial Group
WRBY icon

Principal Financial Group’s Warby Parker WRBY Stock Holding History

Principal Financial Group’s Portfolio WRBY Stock Details WRBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,523
Closed -$207K – 2280
2025
Q3 		$207K Sell
7,523
-98,733
-93% -$2.49M ﹤0.01% 2165
2025
Q2 		$2.33M Buy
+106,256
New +$1.96M ﹤0.01% 1778
2024
Q3 		– Sell
-11,779
Closed -$189K – 2414
2024
Q2 		$189K Buy
11,779
+202
+2% +$2.99K ﹤0.01% 2147
2024
Q1 		$158K Buy
+11,577
New +$154K ﹤0.01% 2208
2023
Q3 		– Sell
-10,010
Closed -$117K – 2472
2023
Q2 		$117K Buy
+10,010
New +$114K ﹤0.01% 2268
2023
Q1 		– Sell
-10,105
Closed -$136K – 2501
2022
Q4 		$136K Sell
10,105
-13,062
-56% -$200K ﹤0.01% 2254
2022
Q3 		$309K Sell
23,167
-473
-2% -$6.3K ﹤0.01% 2071
2022
Q2 		$266K Buy
+23,640
New +$475K ﹤0.01% 2219

Other funds holding WRBY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return