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DWR Wealth Management’s Tesla TSLA Stock Holding History

DWR 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 		$311K Buy
756
+10
+1% +$3.98K 0.23% 43
2026
Q1 		$265K Buy
746
+3
+0.4% +$1.24K 0.23% 43
2025
Q4 		$338K Buy
+743
New +$329K 0.31% 41

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

DWR Wealth Management increased its Tesla (TSLA) stake by 1.3% in Q2 2026, buying an estimated $3.98K and bringing the position to 756 shares worth $311K. The position accounts for 0.23% of the portfolio, ranked #43.

DWR Wealth Management first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $338K in Q4 2025. 1,446 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • DWR Wealth Management held 756 shares of Tesla worth $311K as of Q2 2026.
  • DWR Wealth Management bought 10 Tesla shares in Q2 2026, an estimated $3.98K.
  • Tesla made up 0.23% of DWR Wealth Management's portfolio in Q2 2026, its #43 holding.
  • DWR Wealth Management first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • DWR Wealth Management's Tesla position peaked at $338K in Q4 2025.
  • 1,446 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.