Intentional Wealth Strategies’s Tesla TSLA Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-396	Closed	-$147K	–	831
2026 Q1	$147K	Buy	+396	New	+$163K	0.14%	73

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Intentional Wealth Strategies's TSLA Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Tesla (TSLA) in Q2 2026, closing a stake of 396 shares — an estimated $147K sold.

Intentional Wealth Strategies first reported a position in TSLA in Q1 2026 and held it in 1 quarter. The position peaked at $147K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Intentional Wealth Strategies reported no remaining Tesla position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 396 Tesla shares in Q2 2026, an estimated $147K.
Intentional Wealth Strategies first reported a position in Tesla in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Tesla position peaked at $147K in Q1 2026.
4,110 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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