Integrated Wealth Concepts’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $74.7M | Buy |
177,587
+40,744
| +30% | +$16.2M | 0.36% | 51 |
|
|
2026
Q1 | $50.9M | Buy |
136,843
+48,150
| +54% | +$19.8M | 0.41% | 45 |
|
|
2025
Q4 | $39.9M | Sell |
88,693
-30,882
| -26% | -$13.7M | 0.47% | 39 |
|
|
2025
Q3 | $53.2M | Buy |
119,575
+3,887
| +3% | +$1.35M | 0.48% | 39 |
|
|
2025
Q2 | $36.7M | Buy |
115,688
+7,177
| +7% | +$2.16M | 0.37% | 51 |
|
|
2025
Q1 | $28.1M | Buy |
108,511
+5,930
| +6% | +$1.98M | 0.33% | 62 |
|
|
2024
Q4 | $41.4M | Buy |
102,581
+12,281
| +14% | +$3.95M | 0.48% | 38 |
|
|
2024
Q3 | $23.6M | Buy |
90,300
+7,791
| +9% | +$1.78M | 0.29% | 75 |
|
|
2024
Q2 | $16.3M | Buy |
82,509
+95
| +0.1% | +$16.6K | 0.22% | 101 |
|
|
2024
Q1 | $14.5M | Buy |
82,414
+9,520
| +13% | +$1.86M | 0.21% | 115 |
|
|
2023
Q4 | $18.1M | Sell |
72,894
-5,920
| -8% | -$1.41M | 0.3% | 75 |
|
|
2023
Q3 | $19.7M | Sell |
78,814
-2,529
| -3% | -$650K | 0.35% | 63 |
|
|
2023
Q2 | $21.3M | Buy |
81,343
+11,764
| +17% | +$2.35M | 0.36% | 59 |
|
|
2023
Q1 | $14.4M | Buy |
69,579
+16,701
| +32% | +$2.91M | 0.3% | 80 |
|
|
2022
Q4 | $6.51M | Buy |
52,878
+4,307
| +9% | +$815K | 0.18% | 124 |
|
|
2022
Q3 | $12.9M | Buy |
48,571
+5,182
| +12% | +$1.45M | 0.41% | 53 |
|
|
2022
Q2 | $9.74M | Buy |
43,389
+2,160
| +5% | +$590K | 0.3% | 73 |
|
|
2022
Q1 | $14.8M | Buy |
41,229
+1,506
| +4% | +$469K | 0.45% | 49 |
|
|
2021
Q4 | $14M | Buy |
39,723
+2,160
| +6% | +$724K | 0.42% | 57 |
|
|
2021
Q3 | $9.71M | Sell |
37,563
-450
| -1% | -$106K | 0.32% | 69 |
|
|
2021
Q2 | $8.61M | Buy |
38,013
+1,401
| +4% | +$304K | 0.31% | 71 |
|
|
2021
Q1 | $8.15M | Buy |
36,612
+7,308
| +25% | +$1.83M | 0.33% | 65 |
|
|
2020
Q4 | $6.89M | Buy |
29,304
+405
| +1% | +$69.1K | 0.33% | 69 |
|
|
2020
Q3 | $4.13M | Buy |
28,899
+4,734
| +20% | +$559K | 0.25% | 80 |
|
|
2020
Q2 | $1.74M | Sell |
24,165
-1,740
| -7% | -$94.1K | 0.13% | 118 |
|
|
2020
Q1 | $905K | Sell |
25,905
-1,680
| -6% | -$69.6K | 0.08% | 150 |
|
|
2019
Q4 | $769K | Sell |
27,585
-19,890
| -42% | -$431K | 0.06% | 192 |
|
|
2019
Q3 | $762K | Buy |
47,475
+7,635
| +19% | +$120K | 0.09% | 154 |
|
|
2019
Q2 | $593K | Buy |
39,840
+22,695
| +132% | +$353K | 0.08% | 161 |
|
|
2019
Q1 | $320K | Buy |
17,145
+6,270
| +58% | +$126K | 0.05% | 226 |
|
|
2018
Q4 | $241K | Sell |
10,875
-495
| -4% | -$10.6K | 0.07% | 220 |
|
|
2018
Q3 | $236K | Buy |
11,370
+135
| +1% | +$2.81K | 0.07% | 214 |
|
|
2018
Q2 | $251K | Buy |
+11,235
| New | +$228K | 0.09% | 180 |
|
|
2018
Q1 | – | Sell |
-12,735
| Closed | -$286K | – | 208 |
|
|
2017
Q4 | $286K | Buy |
+12,735
| New | +$277K | 0.12% | 142 |
|
Other funds holding TSLA
Integrated Wealth Concepts's TSLA Position: Q2 2026 in Review
Integrated Wealth Concepts increased its Tesla (TSLA) stake by 30% in Q2 2026, buying an estimated $16.2M and bringing the position to 177,587 shares worth $74.7M. The position accounts for 0.36% of the portfolio, ranked #51.
Integrated Wealth Concepts first reported a position in TSLA in Q4 2017 and has held it in 34 quarters since. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.
- Integrated Wealth Concepts held 177,587 shares of Tesla worth $74.7M as of Q2 2026.
- Integrated Wealth Concepts bought 40,744 Tesla shares in Q2 2026, an estimated $16.2M.
- Tesla made up 0.36% of Integrated Wealth Concepts's portfolio in Q2 2026, its #51 holding.
- Integrated Wealth Concepts first reported a position in Tesla in Q4 2017 and has held it in 34 quarters since.
- 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.
Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.