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Principal Securities’s Grocery Outlet GO Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-56
Closed -$899 – 2236
2025
Q3 		$899 Buy
56
+29
+107% +$463 ﹤0.01% 3431
2025
Q2 		$335 Sell
27
-35
-56% -$498 ﹤0.01% 3545
2025
Q1 		$968 Hold
62
– – ﹤0.01% 3219
2024
Q4 		$968 Buy
62
+31
+100% +$539 ﹤0.01% 3212
2024
Q3 		$544 Hold
31
– – ﹤0.01% 3264
2024
Q2 		$686 Buy
+31
New +$735 ﹤0.01% 3144

Other funds holding GO

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Principal Securities's GO Position: Q4 2025 in Review

Principal Securities sold out of Grocery Outlet (GO) in Q4 2025, closing a stake of 56 shares — an estimated $899 sold.

Principal Securities first reported a position in GO in Q2 2024 and held it in 6 quarters. The position peaked at $968 in Q1 2025. 240 funds tracked by Wall St. Rank hold GO as of Q4 2025.

  • Principal Securities reported no remaining Grocery Outlet position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 56 Grocery Outlet shares in Q4 2025, an estimated $899.
  • Principal Securities first reported a position in Grocery Outlet in Q2 2024 and held it in 6 quarters.
  • Principal Securities's Grocery Outlet position peaked at $968 in Q1 2025.
  • 240 funds tracked by Wall St. Rank held Grocery Outlet as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.