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Principia Wealth Advisory’s Mine Safety MSA Stock Holding History

Principia Wealth Advisory’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$698 Hold
4
– – ﹤0.01% 834
2026
Q1 		$656 Hold
4
– – ﹤0.01% 803
2025
Q4 		$641 Buy
4
+1
+33% +$163 ﹤0.01% 778
2025
Q3 		$516 Hold
3
– – ﹤0.01% 788
2025
Q2 		$503 Buy
+3
New +$469 ﹤0.01% 733

Other funds holding MSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Principia Wealth Advisory's MSA Position: Q2 2026 in Review

Principia Wealth Advisory held its Mine Safety (MSA) position steady in Q2 2026 at 4 shares worth $698. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Principia Wealth Advisory first reported a position in MSA in Q2 2025 and has held it in 5 quarters since. 458 funds tracked by Wall St. Rank hold MSA as of Q2 2026.

  • Principia Wealth Advisory held 4 shares of Mine Safety worth $698 as of Q2 2026.
  • Principia Wealth Advisory left its Mine Safety share count unchanged in Q2 2026.
  • Mine Safety made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #834 holding.
  • Principia Wealth Advisory first reported a position in Mine Safety in Q2 2025 and has held it in 5 quarters since.
  • 458 funds tracked by Wall St. Rank held Mine Safety as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.