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Dogwood Wealth Management’s Tesla TSLA Stock Holding History

Dogwood 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 		$339K Buy
807
+14
+2% +$5.57K 0.13% 57
2026
Q1 		$295K Sell
793
-499
-39% -$206K 0.13% 71
2025
Q4 		$581K Buy
1,292
+386
+43% +$171K 0.26% 59
2025
Q3 		$403K Sell
906
-281
-24% -$97.5K 0.18% 72
2025
Q2 		$353K Buy
1,187
+737
+164% +$222K 0.17% 84
2025
Q1 		$117K Buy
450
+18
+4% +$6K 0.06% 97
2024
Q4 		$174K Buy
432
+35
+9% +$11.3K 0.09% 90
2024
Q3 		$104K Hold
397
– – 0.06% 97
2024
Q2 		$78.6K Buy
397
+102
+35% +$17.8K 0.05% 105
2024
Q1 		$51.9K Hold
295
– – 0.04% 125
2023
Q4 		$73.4K Buy
+295
New +$70.1K 0.06% 119

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

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

Dogwood Wealth Management increased its Tesla (TSLA) stake by 1.8% in Q2 2026, buying an estimated $5.57K and bringing the position to 807 shares worth $339K. The position accounts for 0.13% of the portfolio, ranked #57.

Dogwood Wealth Management first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $581K in Q4 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Dogwood Wealth Management held 807 shares of Tesla worth $339K as of Q2 2026.
  • Dogwood Wealth Management bought 14 Tesla shares in Q2 2026, an estimated $5.57K.
  • Tesla made up 0.13% of Dogwood Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Dogwood Wealth Management first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Tesla position peaked at $581K in Q4 2025.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.