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Defined Wealth Management’s Tesla TSLA Stock Holding History

Defined 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 		$441K Buy
1,049
+127
+14% +$50.5K 0.23% 85
2026
Q1 		$343K Buy
922
+87
+10% +$35.8K 0.2% 88
2025
Q4 		$376K Buy
835
+93
+13% +$41.2K 0.22% 86
2025
Q3 		$330K Buy
+742
New +$257K 0.19% 90
2025
Q1 		– Sell
-559
Closed -$226K – 109
2024
Q4 		$226K Buy
+559
New +$180K 0.15% 104
2021
Q1 		– Sell
-252
Closed -$59K – 189
2020
Q4 		$59K Buy
+252
New +$43K 0.06% 128

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

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

Defined Wealth Management increased its Tesla (TSLA) stake by 14% in Q2 2026, buying an estimated $50.5K and bringing the position to 1,049 shares worth $441K. The position accounts for 0.23% of the portfolio, ranked #85.

Defined Wealth Management first reported a position in TSLA in Q4 2020 and has held it in 6 quarters since. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Defined Wealth Management held 1,049 shares of Tesla worth $441K as of Q2 2026.
  • Defined Wealth Management bought 127 Tesla shares in Q2 2026, an estimated $50.5K.
  • Tesla made up 0.23% of Defined Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Defined Wealth Management first reported a position in Tesla in Q4 2020 and has held it in 6 quarters since.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Defined Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.