CPWA LLC’s Tesla TSLA Stock Holding History

CPWA LLC’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	$319K	Buy	758 +5	+0.7%	+$1.99K	0.37%	63
2026 Q1	$335K	Buy	+753	New	+$310K	0.4%	59

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

CPWA LLC's TSLA Position: Q2 2026 in Review

CPWA LLC increased its Tesla (TSLA) stake by 0.66% in Q2 2026, buying an estimated $1.99K and bringing the position to 758 shares worth $319K. The position accounts for 0.37% of the portfolio, ranked #63.

CPWA LLC first reported a position in TSLA in Q1 2026 and has held it in 2 quarters since. The position peaked at $335K in Q1 2026. 4,270 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

CPWA LLC held 758 shares of Tesla worth $319K as of Q2 2026.
CPWA LLC bought 5 Tesla shares in Q2 2026, an estimated $1.99K.
Tesla made up 0.37% of CPWA LLC's portfolio in Q2 2026, its #63 holding.
CPWA LLC first reported a position in Tesla in Q1 2026 and has held it in 2 quarters since.
CPWA LLC's Tesla position peaked at $335K in Q1 2026.
4,270 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on CPWA LLC's 13F filing for Q2 2026, filed 30 Jul 2026.