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Principia Wealth Advisory’s Tesla TSLA Stock Holding History

Principia Wealth Advisory’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
Q2 		$134K Buy
318
+20
+7% +$7.95K 0.07% 92
2026
Q1 		$111K Buy
298
+25
+9% +$10.3K 0.06% 99
2025
Q4 		$123K Buy
273
+21
+8% +$9.31K 0.08% 92
2025
Q3 		$112K Buy
252
+13
+5% +$4.51K 0.08% 93
2025
Q2 		$75.9K Buy
239
+63
+36% +$19K 0.06% 97
2025
Q1 		$47.9K Buy
176
+94
+115% +$31.3K 0.05% 89
2024
Q4 		$33.1K Buy
+82
New +$26.4K 0.03% 94

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Principia Wealth Advisory increased its Tesla (TSLA) stake by 6.7% in Q2 2026, buying an estimated $7.95K and bringing the position to 318 shares worth $134K. The position accounts for 0.07% of the portfolio, ranked #92.

Principia Wealth Advisory first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Principia Wealth Advisory held 318 shares of Tesla worth $134K as of Q2 2026.
  • Principia Wealth Advisory bought 20 Tesla shares in Q2 2026, an estimated $7.95K.
  • Tesla made up 0.07% of Principia Wealth Advisory's portfolio in Q2 2026, its #92 holding.
  • Principia Wealth Advisory first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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