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Focused Wealth Management’s Tesla TSLA Stock Holding History

Focused 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
2021
Q4 		– Sell
-12,000
Closed -$120K – 1099
2021
Q3 		$120K Buy
+12,000
New +$2.82M 0.02% 263
2019
Q3 		– Sell
-12,000
Closed -$14K – 775
2019
Q2 		$14K Buy
+12,000
New +$187K ﹤0.01% 473

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

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

Focused Wealth Management increased its Tesla (TSLA) stake by 2.7% in Q2 2026, buying an estimated $281K and bringing the position to 27,234 shares worth $11.5M. The position accounts for 1% of the portfolio, ranked #23.

Focused Wealth Management first reported a position in TSLA in Q4 2013 and has held it in 51 quarters since. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Focused Wealth Management held 27,234 shares of Tesla worth $11.5M as of Q2 2026.
  • Focused Wealth Management bought 706 Tesla shares in Q2 2026, an estimated $281K.
  • Tesla made up 1% of Focused Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Focused Wealth Management first reported a position in Tesla in Q4 2013 and has held it in 51 quarters since.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.