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Principia Wealth Advisory’s Columbia Sportswear COLM Stock Holding History

Principia Wealth Advisory’s Portfolio COLM Stock Details COLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8
Closed -$547 – 961
2025
Q1 		$547 Buy
+8
New +$667 ﹤0.01% 547

Other funds holding COLM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Principia Wealth Advisory's COLM Position: Q2 2025 in Review

Principia Wealth Advisory sold out of Columbia Sportswear (COLM) in Q2 2025, closing a stake of 8 shares — an estimated $547 sold.

Principia Wealth Advisory first reported a position in COLM in Q1 2025 and held it in 1 quarter. The position peaked at $547 in Q1 2025. 298 funds tracked by Wall St. Rank hold COLM as of Q2 2025.

  • Principia Wealth Advisory reported no remaining Columbia Sportswear position as of Q2 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 8 Columbia Sportswear shares in Q2 2025, an estimated $547.
  • Principia Wealth Advisory first reported a position in Columbia Sportswear in Q1 2025 and held it in 1 quarter.
  • Principia Wealth Advisory's Columbia Sportswear position peaked at $547 in Q1 2025.
  • 298 funds tracked by Wall St. Rank held Columbia Sportswear as of Q2 2025.

Based on Principia Wealth Advisory's 13F filing for Q2 2025, filed 14 Aug 2025.