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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Principia Wealth Advisory's TSLA Position: Q4 2025 in Review

Principia Wealth Advisory increased its Tesla (TSLA) stake by 8.3% in Q4 2025, buying an estimated $9.31K and bringing the position to 273 shares worth $123K. The position accounts for 0.08% of the portfolio, ranked #92.

Principia Wealth Advisory first reported a position in TSLA in Q4 2024 and has held it in 5 quarters since. 4,338 funds tracked by Wall St. Rank hold TSLA as of Q4 2025.

Principia Wealth Advisory held 273 shares of Tesla worth $123K as of Q4 2025.
Principia Wealth Advisory bought 21 Tesla shares in Q4 2025, an estimated $9.31K.
Tesla made up 0.08% of Principia Wealth Advisory's portfolio in Q4 2025, its #92 holding.
Principia Wealth Advisory first reported a position in Tesla in Q4 2024 and has held it in 5 quarters since.
4,338 funds tracked by Wall St. Rank held Tesla as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.