Principle Wealth Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.68M | Sell |
23,012
-1,243
| -5% | -$494K | 0.48% | 45 |
|
|
2026
Q1 | $9.02M | Buy |
24,255
+251
| +1% | +$103K | 0.52% | 42 |
|
|
2025
Q4 | $10.8M | Buy |
24,004
+640
| +3% | +$284K | 0.61% | 37 |
|
|
2025
Q3 | $10.4M | Buy |
23,364
+439
| +2% | +$152K | 0.6% | 35 |
|
|
2025
Q2 | $7.28M | Buy |
22,925
+3,885
| +20% | +$1.17M | 0.45% | 46 |
|
|
2025
Q1 | $4.93M | Buy |
19,040
+875
| +5% | +$292K | 0.35% | 68 |
|
|
2024
Q4 | $7.34M | Sell |
18,165
-1,944
| -10% | -$625K | 0.51% | 44 |
|
|
2024
Q3 | $5.26M | Buy |
20,109
+350
| +2% | +$79.8K | 0.37% | 63 |
|
|
2024
Q2 | $3.91M | Buy |
19,759
+54
| +0.3% | +$9.44K | 0.3% | 80 |
|
|
2024
Q1 | $3.46M | Sell |
19,705
-135
| -0.7% | -$26.4K | 0.27% | 88 |
|
|
2023
Q4 | $4.93M | Buy |
19,840
+479
| +2% | +$114K | 0.42% | 58 |
|
|
2023
Q3 | $4.84M | Buy |
19,361
+15
| +0.1% | +$3.85K | 0.49% | 53 |
|
|
2023
Q2 | $5.06M | Buy |
19,346
+282
| +1% | +$56.4K | 0.51% | 49 |
|
|
2023
Q1 | $3.95M | Buy |
19,064
+903
| +5% | +$158K | 0.42% | 59 |
|
|
2022
Q4 | $2.24M | Buy |
18,161
+652
| +4% | +$123K | 0.25% | 90 |
|
|
2022
Q3 | $4.64M | Buy |
17,509
+100
| +0.6% | +$27.9K | 0.44% | 43 |
|
|
2022
Q2 | $3.91M | Buy |
17,409
+342
| +2% | +$93.4K | 0.47% | 50 |
|
|
2022
Q1 | $6.13M | Sell |
17,067
-174
| -1% | -$54.2K | 0.64% | 35 |
|
|
2021
Q4 | $6.07M | Buy |
17,241
+42
| +0.2% | +$14.1K | 0.64% | 31 |
|
|
2021
Q3 | $4.45M | Sell |
17,199
-555
| -3% | -$131K | 0.51% | 39 |
|
|
2021
Q2 | $4.02M | Sell |
17,754
-564
| -3% | -$122K | 0.46% | 48 |
|
|
2021
Q1 | $4.08M | Sell |
18,318
-540
| -3% | -$136K | 0.48% | 47 |
|
|
2020
Q4 | $4.44M | Buy |
18,858
+693
| +4% | +$118K | 0.58% | 36 |
|
|
2020
Q3 | $2.6M | Sell |
18,165
-900
| -5% | -$106K | 0.72% | 26 |
|
|
2020
Q2 | $1.37M | Hold |
19,065
| – | – | 0.4% | 42 |
|
|
2020
Q1 | $666K | Buy |
19,065
+1,500
| +9% | +$62.2K | 0.25% | 61 |
|
|
2019
Q4 | $490K | Hold |
17,565
| – | – | 0.16% | 100 |
|
|
2019
Q3 | $282K | Buy |
17,565
+1,500
| +9% | +$23.5K | 0.1% | 129 |
|
|
2019
Q2 | $239K | Buy |
16,065
+5,250
| +49% | +$81.7K | 0.12% | 121 |
|
|
2019
Q1 | $202K | Buy |
10,815
+1,500
| +16% | +$30.1K | 0.12% | 127 |
|
|
2018
Q4 | $207K | Buy |
+9,315
| New | +$200K | 0.17% | 108 |
|
Other funds holding TSLA
Principle Wealth Partners's TSLA Position: Q2 2026 in Review
Principle Wealth Partners reduced its Tesla (TSLA) stake by 5.1% in Q2 2026, selling an estimated $494K and leaving 23,012 shares worth $9.68M. The position accounts for 0.48% of the portfolio, ranked #45.
Principle Wealth Partners first reported a position in TSLA in Q4 2018 and has held it in 31 quarters since. The position peaked at $10.8M in Q4 2025. 4,317 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.
- Principle Wealth Partners held 23,012 shares of Tesla worth $9.68M as of Q2 2026.
- Principle Wealth Partners sold 1,243 Tesla shares in Q2 2026, an estimated $494K.
- Tesla made up 0.48% of Principle Wealth Partners's portfolio in Q2 2026, its #45 holding.
- Principle Wealth Partners first reported a position in Tesla in Q4 2018 and has held it in 31 quarters since.
- Principle Wealth Partners's Tesla position peaked at $10.8M in Q4 2025.
- 4,317 funds tracked by Wall St. Rank held Tesla as of Q2 2026.
Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.