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BlackDiamond Wealth Management’s Tesla TSLA Stock Holding History

BlackDiamond 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
2026
Q2 		$1.7M Buy
5,134
+301
+6% +$120K 0.68% 40
2026
Q1 		$1.8M Buy
4,833
+156
+3% +$64.3K 0.86% 33
2025
Q4 		$1.95M Buy
4,677
+899
+24% +$399K 0.95% 30
2025
Q3 		$1.68M Sell
3,778
-416
-10% -$144K 0.92% 35
2025
Q2 		$1.26M Buy
4,194
+335
+9% +$101K 0.73% 37
2025
Q1 		$1.15M Buy
3,859
+1,051
+37% +$350K 0.78% 37
2024
Q4 		$1.13M Sell
2,808
-174
-6% -$56K 0.66% 44
2024
Q3 		$980K Buy
2,982
+587
+25% +$134K 0.59% 44
2024
Q2 		$476K Buy
2,395
+262
+12% +$45.8K 0.31% 77
2024
Q1 		$375K Buy
2,133
+173
+9% +$33.8K 0.27% 86
2023
Q4 		$355K Buy
1,960
+146
+8% +$34.7K 0.26% 85
2023
Q3 		$358K Buy
1,814
+187
+11% +$48K 0.32% 76
2023
Q2 		$432K Sell
1,627
-83
-5% -$16.6K 0.36% 71
2023
Q1 		$275K Sell
1,710
-130
-7% -$22.7K 0.28% 85
2022
Q4 		$219K Buy
1,840
+440
+31% +$83.3K 0.25% 101
2022
Q3 		$311K Buy
1,400
+92
+7% +$25.7K 0.37% 69
2022
Q2 		$324K Buy
1,308
+474
+57% +$129K 0.4% 71
2022
Q1 		$300K Buy
834
+33
+4% +$10.3K 0.36% 82
2021
Q4 		$282K Buy
+801
New +$269K 0.32% 93

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

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

BlackDiamond Wealth Management increased its Tesla (TSLA) stake by 6.2% in Q2 2026, buying an estimated $120K and bringing the position to 5,134 shares worth $1.7M. The position accounts for 0.68% of the portfolio, ranked #40.

BlackDiamond Wealth Management first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.95M in Q4 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • BlackDiamond Wealth Management held 5,134 shares of Tesla worth $1.7M as of Q2 2026.
  • BlackDiamond Wealth Management bought 301 Tesla shares in Q2 2026, an estimated $120K.
  • Tesla made up 0.68% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #40 holding.
  • BlackDiamond Wealth Management first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • BlackDiamond Wealth Management's Tesla position peaked at $1.95M in Q4 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.