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HB Wealth Management’s Tesla TSLA Stock Holding History

HB 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 		$51.8M Buy
123,128
+5,883
+5% +$2.34M 0.29% 46
2026
Q1 		$43.6M Buy
117,245
+8,063
+7% +$3.32M 0.28% 50
2025
Q4 		$49.1M Buy
109,182
+9,817
+10% +$4.35M 0.32% 43
2025
Q3 		$44.2M Buy
99,365
+14,597
+17% +$5.06M 0.3% 43
2025
Q2 		$26.9M Sell
84,768
-7,104
-8% -$2.14M 0.21% 63
2025
Q1 		$23.8M Sell
91,872
-333,772
-78% -$111M 0.2% 70
2024
Q4 		$172M Buy
425,644
+2,426
+0.6% +$781K 1.76% 11
2024
Q3 		$111M Buy
423,218
+19,522
+5% +$4.45M 1.19% 14
2024
Q2 		$79.9M Buy
403,696
+8,781
+2% +$1.53M 0.93% 16
2024
Q1 		$69.4M Buy
394,915
+342,235
+650% +$66.9M 0.87% 14
2023
Q4 		$13.1M Buy
52,680
+6,365
+14% +$1.51M 0.19% 62
2023
Q3 		$11.6M Buy
46,315
+8,471
+22% +$2.18M 0.19% 61
2023
Q2 		$9.91M Buy
37,844
+15
+0% +$3K 0.16% 67
2023
Q1 		$7.85M Buy
37,829
+4,312
+13% +$752K 0.14% 80
2022
Q4 		$4.13M Buy
33,517
+9,527
+40% +$1.8M 0.08% 129
2022
Q3 		$6.36M Buy
23,990
+1,073
+5% +$300K 0.14% 81
2022
Q2 		$5.14M Buy
22,917
+6,651
+41% +$1.82M 0.11% 95
2022
Q1 		$5.84M Buy
16,266
+4,374
+37% +$1.36M 0.11% 95
2021
Q4 		$4.19M Buy
+11,892
New +$3.99M 0.08% 98

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

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

HB Wealth Management increased its Tesla (TSLA) stake by 5% in Q2 2026, buying an estimated $2.34M and bringing the position to 123,128 shares worth $51.8M. The position accounts for 0.29% of the portfolio, ranked #46.

HB Wealth Management first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $172M in Q4 2024. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • HB Wealth Management held 123,128 shares of Tesla worth $51.8M as of Q2 2026.
  • HB Wealth Management bought 5,883 Tesla shares in Q2 2026, an estimated $2.34M.
  • Tesla made up 0.29% of HB Wealth Management's portfolio in Q2 2026, its #46 holding.
  • HB Wealth Management first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Tesla position peaked at $172M in Q4 2024.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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