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Endowment Wealth Management’s Tesla TSLA Stock Holding History

Endowment 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 		$336K Buy
+798
New +$317K 0.13% 114
2022
Q1 		– Sell
-1,080
Closed -$380K – 131
2021
Q4 		$380K Buy
+1,080
New +$362K 0.38% 53

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 $3.38T AUM 44.17% 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

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

Endowment Wealth Management opened a new position in Tesla (TSLA) in Q2 2026: 798 shares worth $336K. The stake represents 0.13% of the portfolio and ranks #114 among its holdings. This is a return to the name: Endowment Wealth Management previously reported a position in TSLA as recently as Q4 2021.

Endowment Wealth Management first reported a position in TSLA in Q4 2021 and has held it in 2 quarters since. The position peaked at $380K in Q4 2021. 4,317 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Endowment Wealth Management held 798 shares of Tesla worth $336K as of Q2 2026.
  • Tesla was a new Endowment Wealth Management position in Q2 2026.
  • Tesla made up 0.13% of Endowment Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Endowment Wealth Management first reported a position in Tesla in Q4 2021 and has held it in 2 quarters since.
  • Endowment Wealth Management's Tesla position peaked at $380K in Q4 2021.
  • 4,317 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.