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Centric Wealth Management’s Tesla TSLA Stock Holding History

Centric 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
2021
Q1 		– Sell
-3,000
Closed -$2K – 235
2020
Q4 		$2K Buy
+3,000
New +$512K ﹤0.01% 211
2020
Q1 		– Sell
-15,000
Closed -$8K – 133
2019
Q4 		$8K Buy
+15,000
New +$325K 0.01% 99

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

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

Centric Wealth Management held its Tesla (TSLA) position steady in Q2 2026 at 8,875 shares worth $3.48M. The position accounts for 0.54% of the portfolio, ranked #52.

Centric Wealth Management first reported a position in TSLA in Q4 2018 and has held it in 31 quarters since. The position peaked at $10.6M in Q3 2023. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Centric Wealth Management held 8,875 shares of Tesla worth $3.48M as of Q2 2026.
  • Centric Wealth Management left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 0.54% of Centric Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Centric Wealth Management first reported a position in Tesla in Q4 2018 and has held it in 31 quarters since.
  • Centric Wealth Management's Tesla position peaked at $10.6M in Q3 2023.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.