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Forefront Wealth Partners’s Tesla TSLA Stock Holding History

Forefront Wealth Partners’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 		$1.4M Buy
3,330
+48
+1% +$19.1K 0.43% 62
2026
Q1 		$1.22M Buy
3,282
+567
+21% +$234K 0.51% 47
2025
Q4 		$1.22M Sell
2,715
-1,149
-30% -$509K 0.58% 46
2025
Q3 		$1.72M Buy
3,864
+119
+3% +$41.3K 0.43% 57
2025
Q2 		$1.51M Sell
3,745
-299
-7% -$90.1K 1.04% 27
2025
Q1 		$1.05M Buy
4,044
+299
+8% +$99.6K 0.71% 37
2024
Q4 		$1.51M Buy
+3,745
New +$1.2M 1.13% 24

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

Forefront Wealth Partners's TSLA Position: Q2 2026 in Review

Forefront Wealth Partners increased its Tesla (TSLA) stake by 1.5% in Q2 2026, buying an estimated $19.1K and bringing the position to 3,330 shares worth $1.4M. The position accounts for 0.43% of the portfolio, ranked #62.

Forefront Wealth Partners first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.72M in Q3 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Forefront Wealth Partners held 3,330 shares of Tesla worth $1.4M as of Q2 2026.
  • Forefront Wealth Partners bought 48 Tesla shares in Q2 2026, an estimated $19.1K.
  • Tesla made up 0.43% of Forefront Wealth Partners's portfolio in Q2 2026, its #62 holding.
  • Forefront Wealth Partners first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • Forefront Wealth Partners's Tesla position peaked at $1.72M in Q3 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.