DWM
TSLA icon

Dynasty Wealth Management’s Tesla TSLA Stock Holding History

Dynasty 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 		$6.26M Sell
14,894
-2,616
-15% -$1.04M 0.05% 77
2026
Q1 		$6.51M Sell
17,510
-39
-0.2% -$16.1K 0.06% 75
2025
Q4 		$7.89M Buy
17,549
+1,191
+7% +$528K 0.08% 74
2025
Q3 		$7.27M Buy
+16,358
New +$5.67M 0.1% 61
2025
Q2 		– Sell
-12,012
Closed -$3.11M – 254
2025
Q1 		$3.11M Buy
+12,012
New +$4M 0.05% 73
2024
Q4 		– Sell
-12,562
Closed -$3.29M – 270
2024
Q3 		$3.29M Sell
12,562
-532
-4% -$121K 0.1% 54
2024
Q2 		$2.59M Buy
13,094
+122
+0.9% +$21.3K 0.08% 75
2024
Q1 		$2.28M Buy
+12,972
New +$2.53M 0.07% 69

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

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

Dynasty Wealth Management reduced its Tesla (TSLA) stake by 15% in Q2 2026, selling an estimated $1.04M and leaving 14,894 shares worth $6.26M. The position accounts for 0.05% of the portfolio, ranked #77.

Dynasty Wealth Management first reported a position in TSLA in Q1 2024 and has held it in 8 quarters since. The position peaked at $7.89M in Q4 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Dynasty Wealth Management held 14,894 shares of Tesla worth $6.26M as of Q2 2026.
  • Dynasty Wealth Management sold 2,616 Tesla shares in Q2 2026, an estimated $1.04M.
  • Tesla made up 0.05% of Dynasty Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Dynasty Wealth Management first reported a position in Tesla in Q1 2024 and has held it in 8 quarters since.
  • Dynasty Wealth Management's Tesla position peaked at $7.89M in Q4 2025.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.