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Elmwood Wealth Management’s Tesla TSLA Stock Holding History

Elmwood 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 		$868K Sell
2,063
-115
-5% -$45.7K 0.22% 98
2026
Q1 		$810K Buy
2,178
+35
+2% +$14.4K 0.22% 96
2025
Q4 		$964K Hold
2,143
– – 0.3% 84
2025
Q3 		$953K Buy
+2,143
New +$743K 0.34% 78
2025
Q1 		– Sell
-713
Closed -$288K – 131
2024
Q4 		$288K Sell
713
-135
-16% -$43.4K 0.12% 114
2024
Q3 		$222K Sell
848
-455
-35% -$104K 0.09% 123
2024
Q2 		$258K Hold
1,303
– – 0.11% 116
2024
Q1 		$229K Buy
+1,303
New +$255K 0.1% 117
2023
Q4 		– Sell
-1,393
Closed -$349K – 119
2023
Q3 		$349K Sell
1,393
-5
-0.4% -$1.28K 0.17% 100
2023
Q2 		$366K Buy
1,398
+12
+0.9% +$2.4K 0.17% 98
2023
Q1 		$288K Buy
+1,386
New +$242K 0.14% 107
2022
Q4 		– Sell
-1,311
Closed -$348K – 121
2022
Q3 		$348K Hold
1,311
– – 0.17% 93
2022
Q2 		$294K Buy
1,311
+177
+16% +$48.3K 0.17% 99
2022
Q1 		$407K Hold
1,134
– – 0.21% 91
2021
Q4 		$399K Buy
+1,134
New +$380K 0.19% 91
2021
Q2 		$257K Hold
1,134
– – 0.14% 99
2021
Q1 		$252K Buy
+1,134
New +$285K 0.15% 95
2020
Q3 		$68K Sell
189
-756
-80% -$89.3K 0.06% 117
2020
Q2 		$68K Sell
945
-300
-24% -$16.2K 0.06% 117
2020
Q1 		$22.1K Buy
+1,245
New +$51.6K 0.02% 156
2019
Q4 		– Sell
-945
Closed -$15K – 229
2019
Q3 		$15K Hold
945
– – 0.02% 160
2019
Q2 		$14K Hold
945
– – 0.01% 175
2019
Q1 		$18K Hold
945
– – 0.02% 161
2018
Q4 		$21K Hold
945
– – 0.02% 159
2018
Q3 		$16.7K Hold
945
– – 0.01% 180
2018
Q2 		$21.6K Sell
945
-300
-24% -$6.1K 0.02% 165
2018
Q1 		$22.1K Buy
+1,245
New +$27.4K 0.02% 156

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

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

Elmwood Wealth Management reduced its Tesla (TSLA) stake by 5.3% in Q2 2026, selling an estimated $45.7K and leaving 2,063 shares worth $868K. The position accounts for 0.22% of the portfolio, ranked #98.

Elmwood Wealth Management first reported a position in TSLA in Q1 2018 and has held it in 27 quarters since. The position peaked at $964K in Q4 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Elmwood Wealth Management held 2,063 shares of Tesla worth $868K as of Q2 2026.
  • Elmwood Wealth Management sold 115 Tesla shares in Q2 2026, an estimated $45.7K.
  • Tesla made up 0.22% of Elmwood Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Elmwood Wealth Management first reported a position in Tesla in Q1 2018 and has held it in 27 quarters since.
  • Elmwood Wealth Management's Tesla position peaked at $964K in Q4 2025.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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