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Castle Wealth Management’s Tesla TSLA Stock Holding History

Castle 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 		$262K Sell
624
-955
-60% -$380K 0.08% 125
2026
Q1 		$587K Hold
1,579
– – 0.19% 75
2025
Q4 		$710K Sell
1,579
-14
-0.9% -$6.21K 0.24% 71
2025
Q3 		$708K Sell
1,593
-1
-0.1% -$347 0.24% 71
2025
Q2 		$506K Hold
1,594
– – 0.18% 72
2025
Q1 		$413K Sell
1,594
-19
-1% -$6.33K 0.16% 86
2024
Q4 		$651K Sell
1,613
-12
-0.7% -$3.86K 0.26% 70
2024
Q3 		$425K Sell
1,625
-156
-9% -$35.6K 0.17% 86
2024
Q2 		$352K Sell
1,781
-38
-2% -$6.64K 0.17% 94
2024
Q1 		$320K Sell
1,819
-42
-2% -$8.21K 0.17% 98
2023
Q4 		$462K Sell
1,861
-2
-0.1% -$475 0.28% 80
2023
Q3 		$466K Buy
1,863
+4
+0.2% +$1.03K 0.33% 66
2023
Q2 		$487K Buy
1,859
+32
+2% +$6.4K 0.34% 67
2023
Q1 		$379K Sell
1,827
-30
-2% -$5.23K 0.29% 73
2022
Q4 		$229K Sell
1,857
-9
-0.5% -$1.7K 0.14% 99
2022
Q3 		$495K Buy
1,866
+39
+2% +$10.9K 0.3% 58
2022
Q2 		$410K Buy
+1,827
New +$499K 0.24% 70

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

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

Castle Wealth Management reduced its Tesla (TSLA) stake by 60% in Q2 2026, selling an estimated $380K and leaving 624 shares worth $262K. The position accounts for 0.08% of the portfolio, ranked #125.

Castle Wealth Management first reported a position in TSLA in Q2 2022 and has held it in 17 quarters since. The position peaked at $710K in Q4 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Castle Wealth Management held 624 shares of Tesla worth $262K as of Q2 2026.
  • Castle Wealth Management sold 955 Tesla shares in Q2 2026, an estimated $380K.
  • Tesla made up 0.08% of Castle Wealth Management's portfolio in Q2 2026, its #125 holding.
  • Castle Wealth Management first reported a position in Tesla in Q2 2022 and has held it in 17 quarters since.
  • Castle Wealth Management's Tesla position peaked at $710K in Q4 2025.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.