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Independent Wealth Network’s Tesla TSLA Stock Holding History

Independent Wealth Network’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 		$1.79M Buy
4,248
+421
+11% +$167K 0.45% 51
2026
Q1 		$1.42M Buy
3,827
+126
+3% +$51.9K 0.42% 61
2025
Q4 		$1.66M Buy
3,701
+39
+1% +$17.3K 0.51% 44
2025
Q3 		$1.63M Sell
3,662
-218
-6% -$75.6K 0.52% 45
2025
Q2 		$1.23M Buy
3,880
+515
+15% +$155K 0.45% 54
2025
Q1 		$872K Sell
3,365
-16
-0.5% -$5.33K 0.35% 78
2024
Q4 		$1.37M Buy
3,381
+1,473
+77% +$474K 0.55% 41
2024
Q3 		$499K Buy
1,908
+414
+28% +$94.4K 0.22% 117
2024
Q2 		$296K Buy
1,494
+81
+6% +$14.2K 0.14% 171
2024
Q1 		$248K Buy
1,413
+90
+7% +$17.6K 0.12% 183
2023
Q4 		$329K Buy
1,323
+101
+8% +$24K 0.17% 138
2023
Q3 		$306K Buy
1,222
+165
+16% +$42.4K 0.19% 132
2023
Q2 		$277K Buy
1,057
+50
+5% +$10K 0.17% 155
2023
Q1 		$209K Buy
+1,007
New +$176K 0.13% 178
2022
Q4 		– Sell
-998
Closed -$265K – 202
2022
Q3 		$265K Buy
+998
New +$279K 0.21% 130
2022
Q2 		– Sell
-921
Closed -$331K – 214
2022
Q1 		$331K Buy
921
+204
+28% +$63.5K 0.21% 127
2021
Q4 		$253K Sell
717
-12
-2% -$4.03K 0.16% 162
2021
Q3 		$295K Buy
+729
New +$172K 0.19% 135

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Independent Wealth Network's TSLA Position: Q2 2026 in Review

Independent Wealth Network increased its Tesla (TSLA) stake by 11% in Q2 2026, buying an estimated $167K and bringing the position to 4,248 shares worth $1.79M. The position accounts for 0.45% of the portfolio, ranked #51.

Independent Wealth Network first reported a position in TSLA in Q3 2021 and has held it in 18 quarters since. 1,324 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Independent Wealth Network held 4,248 shares of Tesla worth $1.79M as of Q2 2026.
  • Independent Wealth Network bought 421 Tesla shares in Q2 2026, an estimated $167K.
  • Tesla made up 0.45% of Independent Wealth Network's portfolio in Q2 2026, its #51 holding.
  • Independent Wealth Network first reported a position in Tesla in Q3 2021 and has held it in 18 quarters since.
  • 1,324 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.