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
2025 Q2	–	Sell	-1,000	Closed	-$272K	–	1010
2025 Q1	$272K	Buy	+1,000	New	+$333K	0.26%	40

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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. 4,317 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.
4,317 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.