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Independent Solutions Wealth Management’s Tesla TSLA Stock Holding History

Independent Solutions 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 		$1.26M Buy
2,984
+598
+25% +$238K 0.16% 119
2026
Q1 		$887K Buy
2,386
+155
+7% +$63.9K 0.13% 119
2025
Q4 		$1M Sell
2,231
-23
-1% -$10.2K 0.18% 107
2025
Q3 		$1M Buy
2,254
+363
+19% +$126K 0.18% 109
2025
Q2 		$601K Sell
1,891
-208
-10% -$62.7K 0.12% 118
2025
Q1 		$544K Buy
2,099
+120
+6% +$40K 0.12% 122
2024
Q4 		$799K Sell
1,979
-8
-0.4% -$2.57K 0.17% 113
2024
Q3 		$520K Sell
1,987
-21
-1% -$4.79K 0.12% 116
2024
Q2 		$397K Sell
2,008
-34
-2% -$5.94K 0.09% 130
2024
Q1 		$359K Sell
2,042
-10,946
-84% -$2.14M 0.09% 138
2023
Q4 		$3.23M Buy
12,988
+2,363
+22% +$562K 0.83% 37
2023
Q3 		$2.66M Buy
10,625
+446
+4% +$115K 0.69% 40
2023
Q2 		$2.66M Buy
10,179
+439
+5% +$87.8K 0.67% 40
2023
Q1 		$2.02M Buy
+9,740
New +$1.7M 0.6% 45
2022
Q2 		– Sell
-1,014
Closed -$364K – 247
2022
Q1 		$364K Sell
1,014
-66
-6% -$20.6K 0.09% 158
2021
Q4 		$380K Buy
1,080
+48
+5% +$16.1K 0.09% 161
2021
Q3 		$267K Sell
1,032
-153
-13% -$36K 0.07% 190
2021
Q2 		$268K Buy
1,185
+132
+13% +$28.7K 0.07% 184
2021
Q1 		$234K Buy
1,053
+108
+11% +$27.1K 0.06% 177
2020
Q4 		$222K Buy
+945
New +$161K 0.07% 173

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

Independent Solutions Wealth Management's TSLA Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its Tesla (TSLA) stake by 25% in Q2 2026, buying an estimated $238K and bringing the position to 2,984 shares worth $1.26M. The position accounts for 0.16% of the portfolio, ranked #119.

Independent Solutions Wealth Management first reported a position in TSLA in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.23M in Q4 2023. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Independent Solutions Wealth Management held 2,984 shares of Tesla worth $1.26M as of Q2 2026.
  • Independent Solutions Wealth Management bought 598 Tesla shares in Q2 2026, an estimated $238K.
  • Tesla made up 0.16% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Independent Solutions Wealth Management first reported a position in Tesla in Q4 2020 and has held it in 20 quarters since.
  • Independent Solutions Wealth Management's Tesla position peaked at $3.23M in Q4 2023.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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