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Instrumental Wealth’s Tesla TSLA Stock Holding History

Instrumental Wealth’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 		$738K Buy
1,755
+49
+3% +$19.5K 0.37% 30
2026
Q1 		$634K Buy
1,706
+48
+3% +$19.8K 0.39% 27
2025
Q4 		$677K Buy
1,658
+42
+3% +$18.6K 0.41% 27
2025
Q3 		$711K Buy
1,616
+199
+14% +$69K 0.5% 26
2025
Q2 		$440K Buy
1,417
+49
+4% +$14.8K 0.35% 33
2025
Q1 		$390K Buy
1,368
+312
+30% +$104K 0.35% 32
2024
Q4 		$357K Buy
1,056
+91
+9% +$29.3K 0.34% 30
2024
Q3 		$211K Buy
+965
New +$220K 0.21% 42
2024
Q1 		– Sell
-1,043
Closed -$217K – 45
2023
Q4 		$217K Buy
1,043
+20
+2% +$4.75K 0.23% 35
2023
Q3 		$261K Buy
1,023
+154
+18% +$39.6K 0.3% 27
2023
Q2 		$236K Buy
+869
New +$174K 0.28% 28

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

Instrumental Wealth's TSLA Position: Q2 2026 in Review

Instrumental Wealth increased its Tesla (TSLA) stake by 2.9% in Q2 2026, buying an estimated $19.5K and bringing the position to 1,755 shares worth $738K. The position accounts for 0.37% of the portfolio, ranked #30.

Instrumental Wealth first reported a position in TSLA in Q2 2023 and has held it in 11 quarters since. 1,476 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Instrumental Wealth held 1,755 shares of Tesla worth $738K as of Q2 2026.
  • Instrumental Wealth bought 49 Tesla shares in Q2 2026, an estimated $19.5K.
  • Tesla made up 0.37% of Instrumental Wealth's portfolio in Q2 2026, its #30 holding.
  • Instrumental Wealth first reported a position in Tesla in Q2 2023 and has held it in 11 quarters since.
  • 1,476 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.