Cedarwood Wealth’s Tesla TSLA Stock Holding History

Cedarwood Wealth’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	$861K	Sell	2,048 -32	-2%	-$12.7K	0.65%	32
2026 Q1	$773K	Buy	2,080 +369	+22%	+$152K	0.78%	27
2025 Q4	$745K	Buy	+1,711	New	+$758K	0.83%	28

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

Cedarwood Wealth's TSLA Position: Q2 2026 in Review

Cedarwood Wealth reduced its Tesla (TSLA) stake by 1.5% in Q2 2026, selling an estimated $12.7K and leaving 2,048 shares worth $861K. The position accounts for 0.65% of the portfolio, ranked #32.

Cedarwood Wealth first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. 4,270 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Cedarwood Wealth held 2,048 shares of Tesla worth $861K as of Q2 2026.
Cedarwood Wealth sold 32 Tesla shares in Q2 2026, an estimated $12.7K.
Tesla made up 0.65% of Cedarwood Wealth's portfolio in Q2 2026, its #32 holding.
Cedarwood Wealth first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
4,270 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Cedarwood Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.