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Alvarez & Marsal Private Wealth Partners’s Tesla TSLA Stock Holding History

Alvarez & Marsal Private 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 		– Sell
-4,128
Closed -$1.53M – 181
2026
Q1 		$1.53M Buy
4,128
+3,525
+585% +$1.45M 0.22% 30
2025
Q4 		$271K Buy
+603
New +$267K 0.05% 80

Other funds holding TSLA

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alvarez & Marsal Private Wealth Partners's TSLA Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of Tesla (TSLA) in Q2 2026, closing a stake of 4,128 shares — an estimated $1.53M sold.

Alvarez & Marsal Private Wealth Partners first reported a position in TSLA in Q4 2025 and held it in 2 quarters. The position peaked at $1.53M in Q1 2026. 4,277 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners reported no remaining Tesla position as of Q2 2026 after selling out during the quarter.
  • Alvarez & Marsal Private Wealth Partners sold 4,128 Tesla shares in Q2 2026, an estimated $1.53M.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Tesla in Q4 2025 and held it in 2 quarters.
  • Alvarez & Marsal Private Wealth Partners's Tesla position peaked at $1.53M in Q1 2026.
  • 4,277 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.