Edge Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $309K | Sell |
734
-250
| -25% | -$99.4K | 0.05% | 64 |
|
|
2026
Q1 | $366K | Hold |
984
| – | – | 0.06% | 56 |
|
|
2025
Q4 | $443K | Sell |
984
-25
| -2% | -$11.1K | 0.08% | 48 |
|
|
2025
Q3 | $449K | Hold |
1,009
| – | – | 0.08% | 54 |
|
|
2025
Q2 | $322K | Sell |
1,009
-70
| -6% | -$21.1K | 0.06% | 58 |
|
|
2025
Q1 | $280K | Buy |
1,079
+46
| +4% | +$15.3K | 0.06% | 60 |
|
|
2024
Q4 | $417K | Hold |
1,033
| – | – | 0.08% | 53 |
|
|
2024
Q3 | $270K | Hold |
1,033
| – | – | 0.05% | 64 |
|
|
2024
Q2 | $204K | Buy |
+1,033
| New | +$181K | 0.04% | 72 |
|
|
2024
Q1 | – | Sell |
-1,014
| Closed | -$252K | – | 83 |
|
|
2023
Q4 | $252K | Hold |
1,014
| – | – | 0.06% | 66 |
|
|
2023
Q3 | $254K | Sell |
1,014
-214
| -17% | -$55K | 0.06% | 62 |
|
|
2023
Q2 | $321K | Sell |
1,228
-684
| -36% | -$137K | 0.07% | 59 |
|
|
2023
Q1 | $396K | Sell |
1,912
-620
| -24% | -$108K | 0.09% | 54 |
|
|
2022
Q4 | $308K | Sell |
2,532
-1,462
| -37% | -$277K | 0.07% | 63 |
|
|
2022
Q3 | $1.07M | Sell |
3,994
-32
| -0.8% | -$8.94K | 0.24% | 39 |
|
|
2022
Q2 | $904K | Buy |
4,026
+27
| +0.7% | +$7.37K | 0.2% | 41 |
|
|
2022
Q1 | $1.44M | Buy |
3,999
+24
| +0.6% | +$7.47K | 0.28% | 43 |
|
|
2021
Q4 | $1.4M | Sell |
3,975
-399
| -9% | -$134K | 0.26% | 45 |
|
|
2021
Q3 | $1.13M | Sell |
4,374
-714
| -14% | -$168K | 0.22% | 53 |
|
|
2021
Q2 | $1.16M | Sell |
5,088
-1,305
| -20% | -$283K | 0.24% | 52 |
|
|
2021
Q1 | $1.42M | Sell |
6,393
-1,623
| -20% | -$407K | 0.3% | 49 |
|
|
2020
Q4 | $1.88M | Sell |
8,016
-1,206
| -13% | -$206K | 0.43% | 44 |
|
|
2020
Q3 | $1.32M | Buy |
9,222
+387
| +4% | +$45.7K | 0.3% | 50 |
|
|
2020
Q2 | $636K | Buy |
8,835
+315
| +4% | +$17K | 0.12% | 86 |
|
|
2020
Q1 | $301K | Buy |
8,520
+3,090
| +57% | +$128K | 0.07% | 115 |
|
|
2019
Q4 | $152K | Buy |
5,430
+2,250
| +71% | +$48.8K | 0.03% | 160 |
|
|
2019
Q3 | $51K | Hold |
3,180
| – | – | 0.01% | 251 |
|
|
2019
Q2 | $47K | Sell |
3,180
-360
| -10% | -$5.6K | 0.01% | 264 |
|
|
2019
Q1 | $66K | Sell |
3,540
-225
| -6% | -$4.52K | 0.02% | 219 |
|
|
2018
Q4 | $84K | Sell |
3,765
-1,515
| -29% | -$32.6K | 0.02% | 199 |
|
|
2018
Q3 | $93K | Sell |
5,280
-2,190
| -29% | -$45.6K | 0.02% | 204 |
|
|
2018
Q2 | $171K | Buy |
7,470
+255
| +4% | +$5.18K | 0.04% | 153 |
|
|
2018
Q1 | $128K | Hold |
7,215
| – | – | 0.03% | 147 |
|
|
2017
Q4 | $149K | Buy |
7,215
+465
| +7% | +$10.1K | 0.04% | 144 |
|
|
2017
Q3 | $153K | Sell |
6,750
-1,110
| -14% | -$25.6K | 0.05% | 140 |
|
|
2017
Q2 | $176K | Buy |
7,860
+6,750
| +608% | +$149K | 0.06% | 134 |
|
|
2017
Q1 | $21K | Buy |
1,110
+360
| +48% | +$6.09K | 0.01% | 284 |
|
|
2016
Q4 | $11K | Hold |
750
| – | – | ﹤0.01% | 331 |
|
|
2016
Q3 | $10K | Sell |
750
-7,125
| -90% | -$103K | ﹤0.01% | 337 |
|
|
2016
Q2 | $111K | Hold |
7,875
| – | – | 0.05% | 126 |
|
|
2016
Q1 | $121K | Hold |
7,875
| – | – | 0.05% | 124 |
|
|
2015
Q4 | $126K | Hold |
7,875
| – | – | 0.05% | 127 |
|
|
2015
Q3 | $128K | Hold |
7,875
| – | – | 0.05% | 120 |
|
|
2015
Q2 | $142K | Sell |
7,875
-750
| -9% | -$11.9K | 0.05% | 121 |
|
|
2015
Q1 | $109K | Buy |
8,625
+750
| +10% | +$10.1K | 0.04% | 128 |
|
|
2014
Q4 | $117K | Hold |
7,875
| – | – | 0.04% | 129 |
|
|
2014
Q3 | $126K | Hold |
7,875
| – | – | 0.05% | 121 |
|
|
2014
Q2 | $127K | Hold |
7,875
| – | – | 0.05% | 117 |
|
|
2014
Q1 | $109K | Buy |
7,875
+7,125
| +950% | +$95.4K | 0.05% | 124 |
|
|
2013
Q4 | $8K | Hold |
750
| – | – | ﹤0.01% | 278 |
|
|
2013
Q3 | $10K | Hold |
750
| – | – | 0.01% | 243 |
|
|
2013
Q2 | $5K | Buy |
+750
| New | +$3.77K | ﹤0.01% | 261 |
|
Other funds holding TSLA
Edge Wealth Management's TSLA Position: Q2 2026 in Review
Edge Wealth Management reduced its Tesla (TSLA) stake by 25% in Q2 2026, selling an estimated $99.4K and leaving 734 shares worth $309K. The position accounts for 0.05% of the portfolio, ranked #64.
Edge Wealth Management first reported a position in TSLA in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.88M in Q4 2020. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.
- Edge Wealth Management held 734 shares of Tesla worth $309K as of Q2 2026.
- Edge Wealth Management sold 250 Tesla shares in Q2 2026, an estimated $99.4K.
- Tesla made up 0.05% of Edge Wealth Management's portfolio in Q2 2026, its #64 holding.
- Edge Wealth Management first reported a position in Tesla in Q2 2013 and has held it in 52 quarters since.
- Edge Wealth Management's Tesla position peaked at $1.88M in Q4 2020.
- 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.
Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.