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Higgins & Schmidt Wealth Strategies’s Tesla TSLA Stock Holding History

Higgins & Schmidt Wealth Strategies’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 		$204K Buy
+485
New +$193K 0.08% 65
2026
Q1 		– Sell
-887
Closed -$399K – 65
2025
Q4 		$399K Buy
887
+18
+2% +$7.98K 0.19% 40
2025
Q3 		$386K Buy
+869
New +$301K 0.2% 41

Other funds holding TSLA

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Higgins & Schmidt Wealth Strategies's TSLA Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies opened a new position in Tesla (TSLA) in Q2 2026: 485 shares worth $204K. The stake represents 0.08% of the portfolio and ranks #65 among its holdings. This is a return to the name: Higgins & Schmidt Wealth Strategies previously reported a position in TSLA as recently as Q4 2025.

Higgins & Schmidt Wealth Strategies first reported a position in TSLA in Q3 2025 and has held it in 3 quarters since. The position peaked at $399K in Q4 2025. 2,138 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Higgins & Schmidt Wealth Strategies held 485 shares of Tesla worth $204K as of Q2 2026.
  • Tesla was a new Higgins & Schmidt Wealth Strategies position in Q2 2026.
  • Tesla made up 0.08% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #65 holding.
  • Higgins & Schmidt Wealth Strategies first reported a position in Tesla in Q3 2025 and has held it in 3 quarters since.
  • Higgins & Schmidt Wealth Strategies's Tesla position peaked at $399K in Q4 2025.
  • 2,138 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.