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Golden State Wealth Management’s Tesla TSLA Stock Holding History

Golden State 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 		$9.02M Buy
21,436
+310
+1% +$123K 0.82% 21
2026
Q1 		$7.85M Sell
21,126
-167
-0.8% -$68.8K 0.86% 22
2025
Q4 		$9.58M Sell
21,293
-717
-3% -$318K 1.01% 20
2025
Q3 		$9.79M Sell
22,010
-133
-0.6% -$46.1K 1.08% 20
2025
Q2 		$7.03M Buy
22,143
+4,524
+26% +$1.36M 0.86% 24
2025
Q1 		$4.57M Buy
17,619
+1,053
+6% +$351K 0.68% 31
2024
Q4 		$6.69M Buy
+16,566
New +$5.33M 1% 21
2022
Q1 		$7.08M Buy
19,722
+684
+4% +$213K 1.39% 14
2021
Q4 		$6.71M Sell
19,038
-510
-3% -$171K 1.15% 20
2021
Q3 		$5.05M Sell
19,548
-618
-3% -$145K 1.1% 21
2021
Q2 		$4.57M Buy
20,166
+6,294
+45% +$1.37M 1.01% 21
2021
Q1 		$3.09M Sell
13,872
-981
-7% -$246K 1.02% 20
2020
Q4 		$3.49M Buy
14,853
+471
+3% +$80.4K 1.01% 18
2020
Q3 		$2.06M Buy
14,382
+927
+7% +$109K 0.69% 28
2020
Q2 		$969K Sell
13,455
-1,095
-8% -$59.2K 0.31% 55
2020
Q1 		$508K Buy
+14,550
New +$603K 0.22% 70
2019
Q4 		– Sell
-19,575
Closed -$314K – 860
2019
Q3 		$314K Buy
19,575
+75
+0.4% +$1.17K 0.1% 150
2019
Q2 		$290K Buy
19,500
+1,845
+10% +$28.7K 0.09% 172
2019
Q1 		$329K Buy
+17,655
New +$354K 0.11% 159

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

Golden State Wealth Management's TSLA Position: Q2 2026 in Review

Golden State Wealth Management increased its Tesla (TSLA) stake by 1.5% in Q2 2026, buying an estimated $123K and bringing the position to 21,436 shares worth $9.02M. The position accounts for 0.82% of the portfolio, ranked #21.

Golden State Wealth Management first reported a position in TSLA in Q1 2019 and has held it in 19 quarters since. The position peaked at $9.79M in Q3 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Golden State Wealth Management held 21,436 shares of Tesla worth $9.02M as of Q2 2026.
  • Golden State Wealth Management bought 310 Tesla shares in Q2 2026, an estimated $123K.
  • Tesla made up 0.82% of Golden State Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Golden State Wealth Management first reported a position in Tesla in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's Tesla position peaked at $9.79M in Q3 2025.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.