DWM
TSLA icon

Diversify Wealth Management’s Tesla TSLA Stock Holding History

Diversify 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 		$22.1M Buy
71,476
+7,048
+11% +$2.8M 0.37% 49
2026
Q1 		$24M Buy
64,428
+46,117
+252% +$19M 0.43% 43
2025
Q4 		$8.19M Buy
18,311
+6,686
+58% +$2.96M 0.38% 62
2025
Q3 		$5.44M Sell
11,625
-463
-4% -$161K 0.31% 88
2025
Q2 		$4.12M Sell
12,088
-2,263
-16% -$682K 0.25% 117
2025
Q1 		$4.19M Sell
14,351
-10,599
-42% -$3.53M 0.31% 90
2024
Q4 		$9.85M Buy
24,950
+872
+4% +$281K 0.77% 22
2024
Q3 		$5.14M Buy
24,078
+360
+2% +$82.1K 0.5% 45
2024
Q2 		$4.72M Buy
+23,718
New +$4.15M 0.59% 36

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

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

Diversify Wealth Management increased its Tesla (TSLA) stake by 11% in Q2 2026, buying an estimated $2.8M and bringing the position to 71,476 shares worth $22.1M. The position accounts for 0.37% of the portfolio, ranked #49.

Diversify Wealth Management first reported a position in TSLA in Q2 2024 and has held it in 9 quarters since. The position peaked at $24M in Q1 2026. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Diversify Wealth Management held 71,476 shares of Tesla worth $22.1M as of Q2 2026.
  • Diversify Wealth Management bought 7,048 Tesla shares in Q2 2026, an estimated $2.8M.
  • Tesla made up 0.37% of Diversify Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Diversify Wealth Management first reported a position in Tesla in Q2 2024 and has held it in 9 quarters since.
  • Diversify Wealth Management's Tesla position peaked at $24M in Q1 2026.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.