Principal Securities’s Tesla TSLA Stock Holding History

Principal Securities’s Portfolio TSLA Stock Details TSLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.5M	Buy	47,087 +5,726	+14%	+$2.36M	0.26%	71
2025 Q4	$18.6M	Buy	41,361 +5,024	+14%	+$2.23M	0.29%	63
2025 Q3	$16.2M	Buy	36,337 +3,261	+10%	+$1.13M	0.27%	68
2025 Q2	$10.5M	Buy	33,076 +5,002	+18%	+$1.51M	0.2%	100
2025 Q1	$11.3M	Buy	28,074 +216	+0.8%	+$72K	0.25%	77
2024 Q4	$11.3M	Sell	27,858 -12,993	-32%	-$4.18M	0.25%	75
2024 Q3	$10.7M	Sell	40,851 -1,405	-3%	-$320K	0.26%	78
2024 Q2	$8.36M	Buy	42,256 +2,443	+6%	+$427K	0.23%	83
2024 Q1	$7M	Buy	39,813 +11,050	+38%	+$2.16M	0.22%	89
2023 Q4	$7.15M	Buy	+28,763	New	+$6.84M	0.27%	77

Other funds holding TSLA

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Principal Securities's TSLA Position: Q1 2026 in Review

Principal Securities increased its Tesla (TSLA) stake by 14% in Q1 2026, buying an estimated $2.36M and bringing the position to 47,087 shares worth $17.5M. The position accounts for 0.26% of the portfolio, ranked #71.

Principal Securities first reported a position in TSLA in Q4 2023 and has held it in 10 quarters since. The position peaked at $18.6M in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Principal Securities held 47,087 shares of Tesla worth $17.5M as of Q1 2026.
Principal Securities bought 5,726 Tesla shares in Q1 2026, an estimated $2.36M.
Tesla made up 0.26% of Principal Securities's portfolio in Q1 2026, its #71 holding.
Principal Securities first reported a position in Tesla in Q4 2023 and has held it in 10 quarters since.
Principal Securities's Tesla position peaked at $18.6M in Q4 2025.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.