BetterWealth’s Tesla TSLA Stock Holding History

BetterWealth’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	$1.92M	Sell	4,557 -2	-0%	-$795	0.34%	26
2026 Q1	$1.69M	Buy	4,559 +79	+2%	+$32.5K	0.33%	26
2025 Q4	$2.01M	Sell	4,480 -43	-1%	-$19.1K	0.46%	21
2025 Q3	$2.01M	Buy	4,523 +1,013	+29%	+$351K	0.48%	21
2025 Q2	$1.11M	Hold	3,510	–	–	0.29%	27
2025 Q1	$910K	Sell	3,510 -46	-1%	-$15.3K	0.26%	30
2024 Q4	$1.44M	Buy	3,556 +143	+4%	+$46K	0.4%	28
2024 Q3	$893K	Sell	3,413 -280	-8%	-$63.9K	0.26%	29
2024 Q2	$731K	Hold	3,693	–	–	0.23%	29
2024 Q1	$649K	Hold	3,693	–	–	0.21%	32
2023 Q4	$918K	Hold	3,693	–	–	0.31%	28
2023 Q3	$924K	Hold	3,693	–	–	0.37%	21
2023 Q2	$967K	Hold	3,693	–	–	0.38%	21
2023 Q1	$766K	Buy	3,693 +21	+0.6%	+$3.66K	0.31%	22
2022 Q4	$452K	Sell	3,672 -75	-2%	-$14.2K	0.2%	24
2022 Q3	$994K	Hold	3,747	–	–	0.51%	17
2022 Q2	$841K	Hold	3,747	–	–	0.42%	19
2022 Q1	$1.35M	Hold	3,747	–	–	1.8%	7
2021 Q4	$1.32M	Buy	+3,747	New	+$1.26M	0.93%	13

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

BetterWealth's TSLA Position: Q2 2026 in Review

BetterWealth reduced its Tesla (TSLA) stake by 0.04% in Q2 2026, selling an estimated $795 and leaving 4,557 shares worth $1.92M. The position accounts for 0.34% of the portfolio, ranked #26.

BetterWealth first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.01M in Q4 2025. 4,291 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

BetterWealth held 4,557 shares of Tesla worth $1.92M as of Q2 2026.
BetterWealth sold 2 Tesla shares in Q2 2026, an estimated $795.
Tesla made up 0.34% of BetterWealth's portfolio in Q2 2026, its #26 holding.
BetterWealth first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
BetterWealth's Tesla position peaked at $2.01M in Q4 2025.
4,291 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on BetterWealth's 13F filing for Q2 2026, filed 22 Jul 2026.