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Caliber Wealth Management (Kansas)’s Tesla TSLA Stock Holding History

Caliber Wealth Management (Kansas)’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 		$956K Sell
2,273
-18
-0.8% -$7.16K 0.09% 140
2026
Q1 		$852K Sell
2,291
-810
-26% -$334K 0.09% 138
2025
Q4 		$1.39M Buy
3,101
+1,315
+74% +$583K 0.15% 120
2025
Q3 		$794K Sell
1,786
-406
-19% -$141K 0.09% 143
2025
Q2 		$696K Sell
2,192
-230
-9% -$69.3K 0.07% 156
2025
Q1 		$628K Buy
+2,422
New +$807K 0.09% 149

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s TSLA Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its Tesla (TSLA) stake by 0.79% in Q2 2026, selling an estimated $7.16K and leaving 2,273 shares worth $956K. The position accounts for 0.09% of the portfolio, ranked #140.

Caliber Wealth Management (Kansas) first reported a position in TSLA in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.39M in Q4 2025. 1,818 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 2,273 shares of Tesla worth $956K as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 18 Tesla shares in Q2 2026, an estimated $7.16K.
  • Tesla made up 0.09% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #140 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Tesla in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s Tesla position peaked at $1.39M in Q4 2025.
  • 1,818 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.