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Cherrydale Wealth Management’s Tesla TSLA Stock Holding History

Cherrydale 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 		$705K Buy
1,675
+19
+1% +$7.56K 0.18% 40
2026
Q1 		$616K Sell
1,656
-73
-4% -$30.1K 0.19% 40
2025
Q4 		$778K Hold
1,729
– – 0.24% 36
2025
Q3 		$769K Buy
1,729
+3
+0.2% +$1.04K 0.24% 37
2025
Q2 		$548K Buy
1,726
+17
+1% +$5.12K 0.19% 41
2025
Q1 		$443K Sell
1,709
-27
-2% -$9K 0.18% 41
2024
Q4 		$701K Sell
1,736
-5,583
-76% -$1.8M 0.27% 33
2024
Q3 		$1.91M Buy
7,319
+304
+4% +$69.3K 0.78% 16
2024
Q2 		$1.39M Sell
7,015
-1,504
-18% -$263K 0.61% 18
2024
Q1 		$1.5M Buy
8,519
+68
+0.8% +$13.3K 0.7% 17
2023
Q4 		$2.1M Sell
8,451
-47
-0.6% -$11.2K 1.1% 13
2023
Q3 		$2.13M Buy
8,498
+218
+3% +$56K 1.27% 12
2023
Q2 		$2.17M Buy
8,280
+32
+0.4% +$6.4K 1.51% 11
2023
Q1 		$1.71M Buy
8,248
+437
+6% +$76.2K 1.3% 10
2022
Q4 		$962K Sell
7,811
-220
-3% -$41.7K 0.8% 12
2022
Q3 		$2.13M Buy
8,031
+99
+1% +$27.6K 1.97% 11
2022
Q2 		$1.78M Sell
7,932
-48
-0.6% -$13.1K 1.63% 12
2022
Q1 		$2.87M Buy
7,980
+3
+0% +$934 2.1% 8
2021
Q4 		$2.81M Buy
+7,977
New +$2.68M 2.11% 9

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

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

Cherrydale Wealth Management increased its Tesla (TSLA) stake by 1.1% in Q2 2026, buying an estimated $7.56K and bringing the position to 1,675 shares worth $705K. The position accounts for 0.18% of the portfolio, ranked #40.

Cherrydale Wealth Management first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.87M in Q1 2022. 4,268 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Cherrydale Wealth Management held 1,675 shares of Tesla worth $705K as of Q2 2026.
  • Cherrydale Wealth Management bought 19 Tesla shares in Q2 2026, an estimated $7.56K.
  • Tesla made up 0.18% of Cherrydale Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Cherrydale Wealth Management first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • Cherrydale Wealth Management's Tesla position peaked at $2.87M in Q1 2022.
  • 4,268 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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