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Cassaday & Co Wealth Management’s Tesla TSLA Stock Holding History

Cassaday & Co 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 		$2.69M Buy
6,406
+13
+0.2% +$5.17K 0.05% 73
2026
Q1 		$2.38M Buy
6,393
+45
+0.7% +$18.5K 0.05% 77
2025
Q4 		$2.85M Sell
6,348
-5,176
-45% -$2.29M 0.06% 69
2025
Q3 		$5.12M Sell
11,524
-769
-6% -$267K 0.12% 44
2025
Q2 		$3.9M Buy
12,293
+461
+4% +$139K 0.1% 51
2025
Q1 		$3.07M Sell
11,832
-1,044
-8% -$348K 0.09% 52
2024
Q4 		$5.2M Sell
12,876
-876
-6% -$282K 0.14% 36
2024
Q3 		$3.6M Buy
13,752
+79
+0.6% +$18K 0.1% 43
2024
Q2 		$2.71M Sell
13,673
-108
-0.8% -$18.9K 0.09% 51
2024
Q1 		$2.42M Buy
13,781
+239
+2% +$46.7K 0.08% 55
2023
Q4 		$3.37M Sell
13,542
-711
-5% -$169K 0.12% 41
2023
Q3 		$3.57M Buy
14,253
+964
+7% +$248K 0.15% 34
2023
Q2 		$3.48M Buy
13,289
+160
+1% +$32K 0.14% 35
2023
Q1 		$2.72M Buy
13,129
+81
+0.6% +$14.1K 0.12% 41
2022
Q4 		$1.61M Buy
+13,048
New +$2.47M 0.07% 61

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

Cassaday & Co Wealth Management's TSLA Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Tesla (TSLA) stake by 0.2% in Q2 2026, buying an estimated $5.17K and bringing the position to 6,406 shares worth $2.69M. The position accounts for 0.05% of the portfolio, ranked #73.

Cassaday & Co Wealth Management first reported a position in TSLA in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.2M in Q4 2024. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Cassaday & Co Wealth Management held 6,406 shares of Tesla worth $2.69M as of Q2 2026.
  • Cassaday & Co Wealth Management bought 13 Tesla shares in Q2 2026, an estimated $5.17K.
  • Tesla made up 0.05% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Cassaday & Co Wealth Management first reported a position in Tesla in Q4 2022 and has held it in 15 quarters since.
  • Cassaday & Co Wealth Management's Tesla position peaked at $5.2M in Q4 2024.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.