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Principle Wealth Partners’s Tesla TSLA Stock Holding History

Principle Wealth Partners’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 		$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 		$4.64K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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. 3,023 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.
  • 3,023 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.