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Institute for Wealth Management’s Tesla TSLA Stock Holding History

Institute for 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
2019
Q1 		– Sell
-7,500
Closed -$11K – 466
2018
Q4 		$11K Buy
+7,500
New +$161K ﹤0.01% 265

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

Institute for Wealth Management's TSLA Position: Q2 2026 in Review

Institute for Wealth Management increased its Tesla (TSLA) stake by 9.7% in Q2 2026, buying an estimated $1.07M and bringing the position to 30,578 shares worth $12.9M. The position accounts for 1.14% of the portfolio, ranked #11.

Institute for Wealth Management first reported a position in TSLA in Q2 2017 and has held it in 33 quarters since. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Institute for Wealth Management held 30,578 shares of Tesla worth $12.9M as of Q2 2026.
  • Institute for Wealth Management bought 2,700 Tesla shares in Q2 2026, an estimated $1.07M.
  • Tesla made up 1.14% of Institute for Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Institute for Wealth Management first reported a position in Tesla in Q2 2017 and has held it in 33 quarters since.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.