CWM
TSLA icon

Collaborative Wealth Management’s Tesla TSLA Stock Holding History

Collaborative 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 		$1.13M Sell
2,684
-12
-0.4% -$4.77K 0.47% 35
2026
Q1 		$1M Sell
2,696
-864
-24% -$356K 0.46% 36
2025
Q4 		$1.6M Buy
3,560
+709
+25% +$314K 0.56% 41
2025
Q3 		$1.27M Hold
2,851
– – 0.51% 44
2025
Q2 		$906K Buy
2,851
+126
+5% +$38K 0.4% 56
2025
Q1 		$706K Buy
2,725
+87
+3% +$29K 0.33% 66
2024
Q4 		$1.07M Buy
2,638
+25
+1% +$8.04K 0.48% 42
2024
Q3 		$684K Sell
2,613
-28
-1% -$6.38K 0.31% 71
2024
Q2 		$523K Hold
2,641
– – 0.26% 87
2024
Q1 		$464K Buy
+2,641
New +$516K 0.23% 95
2023
Q3 		– Sell
-768
Closed -$201K – 176
2023
Q2 		$201K Buy
+768
New +$154K 0.12% 161
2022
Q4 		– Sell
-755
Closed -$200K – 180
2022
Q3 		$200K Buy
+755
New +$211K 0.14% 162
2021
Q4 		$272K Buy
+771
New +$259K 0.15% 170
2021
Q1 		$252K Buy
+702
New +$176K 0.15% 165

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

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

Collaborative Wealth Management reduced its Tesla (TSLA) stake by 0.45% in Q2 2026, selling an estimated $4.77K and leaving 2,684 shares worth $1.13M. The position accounts for 0.47% of the portfolio, ranked #35.

Collaborative Wealth Management first reported a position in TSLA in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.6M in Q4 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Collaborative Wealth Management held 2,684 shares of Tesla worth $1.13M as of Q2 2026.
  • Collaborative Wealth Management sold 12 Tesla shares in Q2 2026, an estimated $4.77K.
  • Tesla made up 0.47% of Collaborative Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Collaborative Wealth Management first reported a position in Tesla in Q1 2021 and has held it in 14 quarters since.
  • Collaborative Wealth Management's Tesla position peaked at $1.6M in Q4 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.