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Connecticut Wealth Management’s Tesla TSLA Stock Holding History

Connecticut 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 		$1.54M Sell
3,651
-575
-14% -$229K 0.06% 123
2026
Q1 		$1.57M Buy
4,226
+1,192
+39% +$491K 0.07% 116
2025
Q4 		$1.36M Sell
3,034
-115
-4% -$51K 0.06% 131
2025
Q3 		$1.4M Sell
3,149
-549
-15% -$190K 0.06% 125
2025
Q2 		$1.17M Sell
3,698
-709
-16% -$214K 0.06% 140
2025
Q1 		$1.14M Sell
4,407
-436
-9% -$145K 0.06% 135
2024
Q4 		$1.96M Buy
4,843
+220
+5% +$70.8K 0.1% 82
2024
Q3 		$1.21M Sell
4,623
-301
-6% -$68.6K 0.06% 138
2024
Q2 		$974K Sell
4,924
-167
-3% -$29.2K 0.05% 154
2024
Q1 		$895K Sell
5,091
-26
-0.5% -$5.08K 0.05% 163
2023
Q4 		$1.27M Sell
5,117
-189
-4% -$44.9K 0.07% 121
2023
Q3 		$1.33M Buy
5,306
+591
+13% +$152K 0.09% 97
2023
Q2 		$1.23M Buy
4,715
+1,740
+58% +$348K 0.09% 90
2023
Q1 		$617K Buy
2,975
+1,061
+55% +$185K 0.05% 123
2022
Q4 		$236K Buy
1,914
+3
+0.2% +$568 0.02% 180
2022
Q3 		$507K Sell
1,911
-48
-2% -$13.4K 0.05% 112
2022
Q2 		$440K Buy
1,959
+267
+16% +$72.9K 0.04% 126
2022
Q1 		$608K Sell
1,692
-1,524
-47% -$475K 0.05% 109
2021
Q4 		$1.13M Buy
3,216
+12
+0.4% +$4.03K 0.09% 80
2021
Q3 		$828K Buy
3,204
+54
+2% +$12.7K 0.07% 87
2021
Q2 		$714K Sell
3,150
-438
-12% -$95.1K 0.06% 96
2021
Q1 		$799K Sell
3,588
-99
-3% -$24.9K 0.07% 78
2020
Q4 		$867K Buy
3,687
+12
+0.3% +$2.05K 0.09% 83
2020
Q3 		$526K Buy
3,675
+225
+7% +$26.6K 0.06% 115
2020
Q2 		$248K Buy
+3,450
New +$187K 0.03% 127

Other funds holding TSLA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Connecticut Wealth Management reduced its Tesla (TSLA) stake by 14% in Q2 2026, selling an estimated $229K and leaving 3,651 shares worth $1.54M. The position accounts for 0.06% of the portfolio, ranked #123.

Connecticut Wealth Management first reported a position in TSLA in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.96M in Q4 2024. 2,101 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Connecticut Wealth Management held 3,651 shares of Tesla worth $1.54M as of Q2 2026.
  • Connecticut Wealth Management sold 575 Tesla shares in Q2 2026, an estimated $229K.
  • Tesla made up 0.06% of Connecticut Wealth Management's portfolio in Q2 2026, its #123 holding.
  • Connecticut Wealth Management first reported a position in Tesla in Q2 2020 and has held it in 25 quarters since.
  • Connecticut Wealth Management's Tesla position peaked at $1.96M in Q4 2024.
  • 2,101 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.