Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$886K Sell
2,106
-30
-1% -$11.9K 0.36% 26
2026
Q1
$794K Hold
2,136
0.38% 27
2025
Q4
$961K Hold
2,136
0.46% 17
2025
Q3
$950K Hold
2,136
0.46% 16
2025
Q2
$679K Buy
2,136
+46
+2% +$13.9K 0.36% 25
2025
Q1
$542K Buy
2,090
+16
+0.8% +$5.33K 0.34% 26
2024
Q4
$838K Buy
2,074
+1,003
+94% +$323K 0.5% 15
2024
Q3
$280K Buy
1,071
+53
+5% +$12.1K 0.18% 36
2024
Q2
$201K Buy
+1,018
New +$178K 0.14% 41
2024
Q1
Sell
-892
Closed -$222K 42
2023
Q4
$222K Buy
+892
New +$212K 0.19% 24

Other funds holding TSLA

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

HRC Wealth Management reduced its Tesla (TSLA) stake by 1.4% in Q2 2026, selling an estimated $11.9K and leaving 2,106 shares worth $886K. The position accounts for 0.36% of the portfolio, ranked #26.

HRC Wealth Management first reported a position in TSLA in Q4 2023 and has held it in 10 quarters since. The position peaked at $961K in Q4 2025. 2,036 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • HRC Wealth Management held 2,106 shares of Tesla worth $886K as of Q2 2026.
  • HRC Wealth Management sold 30 Tesla shares in Q2 2026, an estimated $11.9K.
  • Tesla made up 0.36% of HRC Wealth Management's portfolio in Q2 2026, its #26 holding.
  • HRC Wealth Management first reported a position in Tesla in Q4 2023 and has held it in 10 quarters since.
  • HRC Wealth Management's Tesla position peaked at $961K in Q4 2025.
  • 2,036 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.