Chicago Wealth Management’s Tesla TSLA Stock Holding History

Chicago 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	$1.14M	Hold	2,705	–	–	0.4%	33
2026 Q1	$1.01M	Hold	2,705	–	–	0.4%	32
2025 Q4	$1.22M	Hold	2,705	–	–	0.49%	29
2025 Q3	$1.2M	Sell	2,705 -300	-10%	-$104K	0.52%	26
2025 Q2	$955K	Sell	3,005 -125	-4%	-$37.7K	0.45%	28
2025 Q1	$811K	Buy	3,130 +2	+0.1%	+$667	0.43%	29
2024 Q4	$1.26M	Buy	3,128 +75	+2%	+$24.1K	0.66%	26
2024 Q3	$799K	Sell	3,053 -22	-0.7%	-$5.02K	0.43%	31
2024 Q2	$608K	Buy	3,075 +75	+3%	+$13.1K	0.35%	31
2024 Q1	$527K	Sell	3,000 -20	-0.7%	-$3.91K	0.31%	35
2023 Q4	$750K	Hold	3,020	–	–	0.51%	26
2023 Q3	$756K	Buy	3,020 +20	+0.7%	+$5.14K	0.6%	24
2023 Q2	$785K	Hold	3,000	–	–	0.6%	24
2023 Q1	$622K	Hold	3,000	–	–	0.49%	27
2022 Q4	$370K	Hold	3,000	–	–	0.32%	28
2022 Q3	$796K	Hold	3,000	–	–	0.76%	17
2022 Q2	$673K	Hold	3,000	–	–	0.6%	19
2022 Q1	$1.08M	Sell	3,000 -600	-17%	-$187K	0.72%	25
2021 Q4	$1.27M	Hold	3,600	–	–	0.85%	22
2021 Q3	$931K	Hold	3,600	–	–	0.68%	22
2021 Q2	$816K	Hold	3,600	–	–	0.59%	24
2021 Q1	$802K	Sell	3,600 -600	-14%	-$151K	0.64%	23
2020 Q4	$988K	Sell	4,200 -300	-7%	-$51.2K	0.91%	16
2020 Q3	$644K	Hold	4,500	–	–	0.73%	19
2020 Q2	$324K	Buy	+4,500	New	+$243K	0.4%	22

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

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

Chicago Wealth Management held its Tesla (TSLA) position steady in Q2 2026 at 2,705 shares worth $1.14M. The position accounts for 0.4% of the portfolio, ranked #33.

Chicago Wealth Management first reported a position in TSLA in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.27M in Q4 2021. 4,302 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Chicago Wealth Management held 2,705 shares of Tesla worth $1.14M as of Q2 2026.
Chicago Wealth Management left its Tesla share count unchanged in Q2 2026.
Tesla made up 0.4% of Chicago Wealth Management's portfolio in Q2 2026, its #33 holding.
Chicago Wealth Management first reported a position in Tesla in Q2 2020 and has held it in 25 quarters since.
Chicago Wealth Management's Tesla position peaked at $1.27M in Q4 2021.
4,302 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Chicago Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.