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Dakota Wealth Management’s Tesla TSLA Stock Holding History

Dakota 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 		$5.92M Buy
14,079
+383
+3% +$152K 0.11% 167
2026
Q1 		$5.09M Sell
13,696
-277
-2% -$114K 0.11% 175
2025
Q4 		$6.28M Buy
13,973
+555
+4% +$246K 0.11% 149
2025
Q3 		$5.97M Sell
13,418
-1,936
-13% -$671K 0.12% 142
2025
Q2 		$4.88M Buy
15,354
+304
+2% +$91.6K 0.1% 163
2025
Q1 		$3.9M Sell
15,050
-2,909
-16% -$969K 0.09% 172
2024
Q4 		$7.25M Sell
17,959
-1,350
-7% -$434K 0.17% 120
2024
Q3 		$5.05M Sell
19,309
-290
-1% -$66.1K 0.11% 158
2024
Q2 		$3.88M Sell
19,599
-3,765
-16% -$658K 0.09% 193
2024
Q1 		$4.11M Buy
23,364
+10,285
+79% +$2.01M 0.1% 178
2023
Q4 		$3.25M Buy
13,079
+846
+7% +$201K 0.13% 161
2023
Q3 		$3.06M Buy
12,233
+2,045
+20% +$525K 0.14% 159
2023
Q2 		$2.67M Buy
10,188
+2,444
+32% +$489K 0.13% 148
2023
Q1 		$1.61M Buy
7,744
+145
+2% +$25.3K 0.11% 169
2022
Q4 		$936K Sell
7,599
-147
-2% -$27.8K 0.07% 233
2022
Q3 		$2.05M Buy
7,746
+123
+2% +$34.4K 0.17% 144
2022
Q2 		$1.71M Sell
7,623
-471
-6% -$129K 0.16% 142
2022
Q1 		$2.91M Sell
8,094
-2,994
-27% -$933K 0.24% 117
2021
Q4 		$3.9M Buy
11,088
+4,920
+80% +$1.65M 0.41% 64
2021
Q3 		$1.59M Sell
6,168
-51
-0.8% -$12K 0.18% 129
2021
Q2 		$1.41M Sell
6,219
-150
-2% -$32.6K 0.17% 130
2021
Q1 		$1.42M Sell
6,369
-2,109
-25% -$529K 0.19% 121
2020
Q4 		$1.99M Buy
8,478
+5,496
+184% +$938K 0.26% 99
2020
Q3 		$426K Sell
2,982
-6,813
-70% -$804K 0.07% 194
2020
Q2 		$705K Buy
+9,795
New +$530K 0.12% 137

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

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

Dakota Wealth Management increased its Tesla (TSLA) stake by 2.8% in Q2 2026, buying an estimated $152K and bringing the position to 14,079 shares worth $5.92M. The position accounts for 0.11% of the portfolio, ranked #167.

Dakota Wealth Management first reported a position in TSLA in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.25M in Q4 2024. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Dakota Wealth Management held 14,079 shares of Tesla worth $5.92M as of Q2 2026.
  • Dakota Wealth Management bought 383 Tesla shares in Q2 2026, an estimated $152K.
  • Tesla made up 0.11% of Dakota Wealth Management's portfolio in Q2 2026, its #167 holding.
  • Dakota Wealth Management first reported a position in Tesla in Q2 2020 and has held it in 25 quarters since.
  • Dakota Wealth Management's Tesla position peaked at $7.25M in Q4 2024.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.