Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,600
Closed -$895K 868
2023
Q4
$895K Buy
+3,600
New +$856K 0.01% 336

Other funds holding TSLA

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. 1,923 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.
  • 1,923 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.