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Duncan Williams Asset Management’s Tesla TSLA Stock Holding History

Duncan Williams Asset 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 		$1.31M Sell
3,107
-136
-4% -$54.1K 0.29% 49
2026
Q1 		$1.21M Sell
3,243
-25
-0.8% -$10.3K 0.33% 38
2025
Q4 		$1.33M Buy
3,268
+298
+10% +$132K 0.33% 42
2025
Q3 		$1.32M Buy
2,970
+224
+8% +$77.7K 0.37% 39
2025
Q2 		$872K Buy
2,746
+359
+15% +$108K 0.28% 61
2025
Q1 		$619K Buy
2,387
+822
+53% +$274K 0.22% 71
2024
Q4 		$632K Buy
1,565
+547
+54% +$176K 0.25% 74
2024
Q3 		$266K Buy
+1,018
New +$232K 0.15% 106

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

Duncan Williams Asset Management's TSLA Position: Q2 2026 in Review

Duncan Williams Asset Management reduced its Tesla (TSLA) stake by 4.2% in Q2 2026, selling an estimated $54.1K and leaving 3,107 shares worth $1.31M. The position accounts for 0.29% of the portfolio, ranked #49.

Duncan Williams Asset Management first reported a position in TSLA in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.33M in Q4 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Duncan Williams Asset Management held 3,107 shares of Tesla worth $1.31M as of Q2 2026.
  • Duncan Williams Asset Management sold 136 Tesla shares in Q2 2026, an estimated $54.1K.
  • Tesla made up 0.29% of Duncan Williams Asset Management's portfolio in Q2 2026, its #49 holding.
  • Duncan Williams Asset Management first reported a position in Tesla in Q3 2024 and has held it in 8 quarters since.
  • Duncan Williams Asset Management's Tesla position peaked at $1.33M in Q4 2025.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.