GWWM
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Great Waters Wealth Management’s Tesla TSLA Stock Holding History

Great Waters 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 		$1.85M Sell
4,392
-64
-1% -$25.5K 0.17% 28
2026
Q1 		$1.66M Buy
4,456
+10
+0.2% +$4.12K 0.18% 31
2025
Q4 		$2M Buy
4,446
+604
+16% +$268K 0.22% 25
2025
Q3 		$1.71M Buy
3,842
+133
+4% +$46.1K 0.2% 27
2025
Q2 		$1.18M Buy
3,709
+91
+3% +$27.4K 0.15% 36
2025
Q1 		$938K Sell
3,618
-702
-16% -$234K 0.13% 44
2024
Q4 		$1.74M Buy
4,320
+780
+22% +$251K 0.22% 28
2024
Q3 		$926K Buy
3,540
+286
+9% +$65.2K 0.12% 44
2024
Q2 		$644K Buy
3,254
+180
+6% +$31.5K 0.1% 55
2024
Q1 		$540K Buy
3,074
+208
+7% +$40.6K 0.09% 57
2023
Q4 		$683K Sell
2,866
-174
-6% -$41.4K 0.12% 52
2023
Q3 		$792K Buy
3,040
+36
+1% +$9.25K 0.16% 48
2023
Q2 		$786K Buy
3,004
+17
+0.6% +$3.4K 0.16% 46
2023
Q1 		$493K Buy
2,987
+95
+3% +$16.6K 0.1% 59
2022
Q4 		$418K Buy
+2,892
New +$548K 0.09% 65

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

Great Waters Wealth Management's TSLA Position: Q2 2026 in Review

Great Waters Wealth Management reduced its Tesla (TSLA) stake by 1.4% in Q2 2026, selling an estimated $25.5K and leaving 4,392 shares worth $1.85M. The position accounts for 0.17% of the portfolio, ranked #28.

Great Waters Wealth Management first reported a position in TSLA in Q4 2022 and has held it in 15 quarters since. The position peaked at $2M in Q4 2025. 4,286 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Great Waters Wealth Management held 4,392 shares of Tesla worth $1.85M as of Q2 2026.
  • Great Waters Wealth Management sold 64 Tesla shares in Q2 2026, an estimated $25.5K.
  • Tesla made up 0.17% of Great Waters Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Great Waters Wealth Management first reported a position in Tesla in Q4 2022 and has held it in 15 quarters since.
  • Great Waters Wealth Management's Tesla position peaked at $2M in Q4 2025.
  • 4,286 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.