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Curated Wealth Partners’s Tesla TSLA Stock Holding History

Curated 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 		$1.89M Buy
4,491
+2,032
+83% +$808K 0.22% 38
2026
Q1 		$914K Buy
2,459
+1,252
+104% +$516K 0.12% 73
2025
Q4 		$543K Buy
1,207
+55
+5% +$24.4K 0.06% 112
2025
Q3 		$512K Sell
1,152
-640
-36% -$222K 0.06% 95
2025
Q2 		$569K Buy
1,792
+82
+5% +$24.7K 0.07% 89
2025
Q1 		$443K Buy
1,710
+719
+73% +$240K 0.06% 97
2024
Q4 		$400K Buy
991
+15
+2% +$4.83K 0.05% 100
2024
Q3 		$255K Buy
+976
New +$223K 0.03% 120
2024
Q1 		– Sell
-2,473
Closed -$614K – 255
2023
Q4 		$614K Buy
2,473
+71
+3% +$16.9K 0.1% 78
2023
Q3 		$601K Sell
2,402
-32
-1% -$8.22K 0.11% 67
2023
Q2 		$637K Buy
2,434
+223
+10% +$44.6K 0.12% 61
2023
Q1 		$459K Buy
2,211
+63
+3% +$11K 0.1% 72
2022
Q4 		$265K Sell
2,148
-327
-13% -$61.9K 0.06% 106
2022
Q3 		$657K Buy
2,475
+39
+2% +$10.9K 0.19% 43
2022
Q2 		$547K Buy
2,436
+1,446
+146% +$395K 0.16% 57
2022
Q1 		$349K Hold
990
– – 0.12% 95
2021
Q4 		$349K Buy
990
+87
+10% +$29.2K 0.11% 98
2021
Q3 		$233K Buy
+903
New +$213K 0.13% 129

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

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

Curated Wealth Partners increased its Tesla (TSLA) stake by 83% in Q2 2026, buying an estimated $808K and bringing the position to 4,491 shares worth $1.89M. The position accounts for 0.22% of the portfolio, ranked #38.

Curated Wealth Partners first reported a position in TSLA in Q3 2021 and has held it in 18 quarters since. 4,299 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Curated Wealth Partners held 4,491 shares of Tesla worth $1.89M as of Q2 2026.
  • Curated Wealth Partners bought 2,032 Tesla shares in Q2 2026, an estimated $808K.
  • Tesla made up 0.22% of Curated Wealth Partners's portfolio in Q2 2026, its #38 holding.
  • Curated Wealth Partners first reported a position in Tesla in Q3 2021 and has held it in 18 quarters since.
  • 4,299 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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