AE Wealth Management’s Tesla TSLA Stock Holding History

AE Wealth Management’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
2021 Q4	–	Sell	-6,000	Closed	-$60K	–	1792
2021 Q3	$60K	Buy	+6,000	New	+$1.41M	﹤0.01%	1570

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 $3.37T AUM 44.26% 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

AE Wealth Management's TSLA Position: Q2 2026 in Review

AE Wealth Management increased its Tesla (TSLA) stake by 6.5% in Q2 2026, buying an estimated $7.37M and bringing the position to 302,296 shares worth $127M. The position accounts for 0.59% of the portfolio, ranked #35.

AE Wealth Management first reported a position in TSLA in Q2 2017 and has held it in 37 quarters since. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

AE Wealth Management held 302,296 shares of Tesla worth $127M as of Q2 2026.
AE Wealth Management bought 18,537 Tesla shares in Q2 2026, an estimated $7.37M.
Tesla made up 0.59% of AE Wealth Management's portfolio in Q2 2026, its #35 holding.
AE Wealth Management first reported a position in Tesla in Q2 2017 and has held it in 37 quarters since.
4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.