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CreativeOne Wealth’s Tesla TSLA Stock Holding History

CreativeOne Wealth’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
2021
Q1 		– Sell
-8,400
Closed -$239K – 613
2020
Q4 		$239K Buy
+8,400
New +$1.43M 0.02% 439

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

CreativeOne Wealth's TSLA Position: Q2 2026 in Review

CreativeOne Wealth increased its Tesla (TSLA) stake by 6.6% in Q2 2026, buying an estimated $1.61M and bringing the position to 65,823 shares worth $27.7M. The position accounts for 0.6% of the portfolio, ranked #32.

CreativeOne Wealth first reported a position in TSLA in Q2 2020 and has held it in 25 quarters since. The position peaked at $27.9M in Q4 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • CreativeOne Wealth held 65,823 shares of Tesla worth $27.7M as of Q2 2026.
  • CreativeOne Wealth bought 4,058 Tesla shares in Q2 2026, an estimated $1.61M.
  • Tesla made up 0.6% of CreativeOne Wealth's portfolio in Q2 2026, its #32 holding.
  • CreativeOne Wealth first reported a position in Tesla in Q2 2020 and has held it in 25 quarters since.
  • CreativeOne Wealth's Tesla position peaked at $27.9M in Q4 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.