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Concord Wealth Partners’s Tesla TSLA Stock Holding History

Concord Wealth Partners’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 		$3.95M Buy
9,386
+506
+6% +$201K 0.45% 53
2026
Q1 		$3.3M Buy
8,880
+344
+4% +$142K 0.43% 57
2025
Q4 		$3.84M Buy
8,536
+1,619
+23% +$718K 0.5% 44
2025
Q3 		$3.08M Sell
6,917
-1,468
-18% -$509K 0.42% 50
2025
Q2 		$2.66M Buy
8,385
+2,158
+35% +$650K 0.39% 60
2025
Q1 		$1.61M Buy
6,227
+6,124
+5,946% +$2.04M 0.27% 90
2024
Q4 		$41.6K Sell
103
-1,439
-93% -$463K 0.01% 357
2024
Q3 		$403K Buy
1,542
+1,409
+1,059% +$321K 0.07% 151
2024
Q2 		$26.3K Sell
133
-1,700
-93% -$297K ﹤0.01% 390
2024
Q1 		$322K Sell
1,833
-5,082
-73% -$993K 0.06% 170
2023
Q4 		$1.72M Sell
6,915
-93
-1% -$22.1K 0.34% 63
2023
Q3 		$1.75M Buy
7,008
+184
+3% +$47.3K 0.37% 47
2023
Q2 		$1.79M Buy
6,824
+1,762
+35% +$352K 0.38% 46
2023
Q1 		$1.05M Sell
5,062
-480
-9% -$83.7K 0.3% 47
2022
Q4 		$683K Sell
5,542
-817
-13% -$155K 0.21% 66
2022
Q3 		$1.69M Sell
6,359
-97
-2% -$27.1K 0.54% 33
2022
Q2 		$1.45M Buy
6,456
+2,223
+53% +$607K 0.4% 40
2022
Q1 		$1.52M Sell
4,233
-51
-1% -$15.9K 0.39% 35
2021
Q4 		$1.51M Buy
4,284
+3,387
+378% +$1.14M 0.37% 34
2021
Q3 		$232K Sell
897
-3,375
-79% -$794K 0.1% 80
2021
Q2 		$968K Sell
4,272
-333
-7% -$72.3K 0.28% 33
2021
Q1 		$1.02M Buy
4,605
+4,281
+1,321% +$1.07M 0.35% 28
2020
Q4 		$76K Buy
+324
New +$55.3K 0.06% 160

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

Concord Wealth Partners's TSLA Position: Q2 2026 in Review

Concord Wealth Partners increased its Tesla (TSLA) stake by 5.7% in Q2 2026, buying an estimated $201K and bringing the position to 9,386 shares worth $3.95M. The position accounts for 0.45% of the portfolio, ranked #53.

Concord Wealth Partners first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Concord Wealth Partners held 9,386 shares of Tesla worth $3.95M as of Q2 2026.
  • Concord Wealth Partners bought 506 Tesla shares in Q2 2026, an estimated $201K.
  • Tesla made up 0.45% of Concord Wealth Partners's portfolio in Q2 2026, its #53 holding.
  • Concord Wealth Partners first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.