Principia Wealth Advisory’s Americold COLD Stock Holding History

Principia Wealth Advisory’s Portfolio COLD Stock Details COLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-15	Closed	-$249	–	982
2025 Q2	$249	Buy	+15	New	+$272	﹤0.01%	869

Other funds holding COLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Principia Wealth Advisory's COLD Position: Q3 2025 in Review

Principia Wealth Advisory sold out of Americold (COLD) in Q3 2025, closing a stake of 15 shares — an estimated $249 sold.

Principia Wealth Advisory first reported a position in COLD in Q2 2025 and held it in 1 quarter. The position peaked at $249 in Q2 2025. 356 funds tracked by Wall St. Rank hold COLD as of Q3 2025.

Principia Wealth Advisory reported no remaining Americold position as of Q3 2025 after selling out during the quarter.
Principia Wealth Advisory sold 15 Americold shares in Q3 2025, an estimated $249.
Principia Wealth Advisory first reported a position in Americold in Q2 2025 and held it in 1 quarter.
Principia Wealth Advisory's Americold position peaked at $249 in Q2 2025.
356 funds tracked by Wall St. Rank held Americold as of Q3 2025.

Based on Principia Wealth Advisory's 13F filing for Q3 2025, filed 10 Feb 2026.