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Global Wealth Management Investment Advisory’s Tesla TSLA Stock Holding History

Global Wealth Management Investment Advisory’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 		$1.31M Sell
3,126
-45
-1% -$17.9K 0.19% 88
2026
Q1 		$1.18M Buy
3,171
+21
+0.7% +$8.65K 0.18% 91
2025
Q4 		$1.42M Buy
3,150
+32
+1% +$14.2K 0.23% 86
2025
Q3 		$1.39M Sell
3,118
-1,139
-27% -$395K 0.23% 89
2025
Q2 		$1.35M Sell
4,257
-107
-2% -$32.2K 0.25% 86
2025
Q1 		$1.13M Buy
4,364
+972
+29% +$324K 0.23% 91
2024
Q4 		$1.37M Sell
3,392
-1,462
-30% -$470K 0.28% 86
2024
Q3 		$1.27M Sell
4,854
-135
-3% -$30.8K 0.27% 86
2024
Q2 		$987K Sell
4,989
-60
-1% -$10.5K 0.23% 88
2024
Q1 		$888K Buy
5,049
+480
+11% +$93.8K 0.22% 92
2023
Q4 		$1.14M Sell
4,569
-361
-7% -$85.8K 0.29% 89
2023
Q3 		$1.23M Sell
4,930
-86
-2% -$22.1K 0.35% 79
2023
Q2 		$1.31M Buy
5,016
+571
+13% +$114K 0.36% 78
2023
Q1 		$922K Buy
4,445
+56
+1% +$9.77K 0.28% 87
2022
Q4 		$541K Buy
4,389
+26
+0.6% +$4.92K 0.18% 98
2022
Q3 		$1.16M Buy
4,363
+142
+3% +$39.7K 0.41% 72
2022
Q2 		$948K Buy
4,221
+78
+2% +$21.3K 0.32% 77
2022
Q1 		$1.49M Sell
4,143
-207
-5% -$64.5K 0.44% 70
2021
Q4 		$1.53M Buy
4,350
+354
+9% +$119K 0.46% 69
2021
Q3 		$1.03M Buy
3,996
+93
+2% +$21.9K 0.33% 81
2021
Q2 		$884K Hold
3,903
– – 0.29% 81
2021
Q1 		$869K Buy
3,903
+45
+1% +$11.3K 0.31% 78
2020
Q4 		$907K Buy
3,858
+120
+3% +$20.5K 0.35% 74
2020
Q3 		$535K Sell
3,738
-402
-10% -$47.5K 0.23% 81
2020
Q2 		$298K Sell
4,140
-1,065
-20% -$57.6K 0.13% 102
2020
Q1 		$182K Buy
5,205
+2,955
+131% +$123K 0.09% 106
2019
Q4 		$63K Sell
2,250
-3,000
-57% -$65.1K 0.03% 166
2019
Q3 		$84K Hold
5,250
– – 0.04% 144
2019
Q2 		$78K Buy
5,250
+300
+6% +$4.67K 0.04% 148
2019
Q1 		$92K Hold
4,950
– – 0.05% 167
2018
Q4 		$110K Buy
+4,950
New +$106K 0.06% 164

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

Global Wealth Management Investment Advisory's TSLA Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its Tesla (TSLA) stake by 1.4% in Q2 2026, selling an estimated $17.9K and leaving 3,126 shares worth $1.31M. The position accounts for 0.19% of the portfolio, ranked #88.

Global Wealth Management Investment Advisory first reported a position in TSLA in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.53M in Q4 2021. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Global Wealth Management Investment Advisory held 3,126 shares of Tesla worth $1.31M as of Q2 2026.
  • Global Wealth Management Investment Advisory sold 45 Tesla shares in Q2 2026, an estimated $17.9K.
  • Tesla made up 0.19% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #88 holding.
  • Global Wealth Management Investment Advisory first reported a position in Tesla in Q4 2018 and has held it in 31 quarters since.
  • Global Wealth Management Investment Advisory's Tesla position peaked at $1.53M in Q4 2021.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.