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HighMark Wealth Management’s Tesla TSLA Stock Holding History

HighMark 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 		$1.19M Buy
2,834
+1
+0% +$398 0.4% 35
2026
Q1 		$1.05M Sell
2,833
-48
-2% -$19.8K 0.43% 32
2025
Q4 		$1.3M Buy
2,881
+3
+0.1% +$1.33K 0.53% 26
2025
Q3 		$1.28M Buy
2,878
+283
+11% +$98.2K 0.56% 24
2025
Q2 		$824K Hold
2,595
– – 0.4% 32
2025
Q1 		$671K Buy
2,595
+1,513
+140% +$504K 0.4% 26
2024
Q4 		$437K Sell
1,082
-85
-7% -$27.3K 0.25% 36
2024
Q3 		$305K Sell
1,167
-54
-4% -$12.3K 0.17% 50
2024
Q2 		$242K Buy
1,221
+553
+83% +$96.6K 0.15% 56
2024
Q1 		$116K Buy
668
+146
+28% +$28.5K 0.07% 91
2023
Q4 		$130K Sell
522
-21
-4% -$4.99K 0.1% 80
2023
Q3 		$136K Sell
543
-5
-0.9% -$1.28K 0.11% 65
2023
Q2 		$144K Sell
548
-201
-27% -$40.2K 0.11% 65
2023
Q1 		$155K Buy
749
+72
+11% +$12.6K 0.12% 71
2022
Q4 		$83.4K Buy
677
+25
+4% +$4.73K 0.06% 84
2022
Q3 		$173K Buy
652
+10
+2% +$2.79K 0.15% 52
2022
Q2 		$144K Sell
642
-105
-14% -$28.7K 0.12% 54
2022
Q1 		$268K Hold
747
– – 0.18% 41
2021
Q4 		$263K Hold
747
– – 0.17% 47
2021
Q3 		$193K Hold
747
– – 0.14% 51
2021
Q2 		$169K Hold
747
– – 0.12% 53
2021
Q1 		$166K Buy
747
+162
+28% +$40.7K 0.13% 53
2020
Q4 		$138K Sell
585
-297
-34% -$50.7K 0.12% 55
2020
Q3 		$126K Buy
882
+12
+1% +$1.42K 0.11% 54
2020
Q2 		$63K Buy
870
+420
+93% +$22.7K 0.07% 68
2020
Q1 		$15K Sell
450
-2,580
-85% -$107K 0.02% 131
2019
Q4 		$84K Buy
+3,030
New +$65.7K 0.09% 55

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

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

HighMark Wealth Management increased its Tesla (TSLA) stake by 0.04% in Q2 2026, buying an estimated $398 and bringing the position to 2,834 shares worth $1.19M. The position accounts for 0.4% of the portfolio, ranked #35.

HighMark Wealth Management first reported a position in TSLA in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.3M in Q4 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • HighMark Wealth Management held 2,834 shares of Tesla worth $1.19M as of Q2 2026.
  • HighMark Wealth Management bought 1 Tesla share in Q2 2026, an estimated $398.
  • Tesla made up 0.4% of HighMark Wealth Management's portfolio in Q2 2026, its #35 holding.
  • HighMark Wealth Management first reported a position in Tesla in Q4 2019 and has held it in 27 quarters since.
  • HighMark Wealth Management's Tesla position peaked at $1.3M in Q4 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.