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Invictus Private Wealth’s Tesla TSLA Stock Holding History

Invictus Private 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 		$4.13M Buy
+9,809
New +$3.9M 0.22% 28
2026
Q1 		– Sell
-811
Closed -$334K – 90
2025
Q4 		$365K Sell
811
-74
-8% -$32.8K 0.02% 61
2025
Q3 		$394K Sell
885
-154
-15% -$53.4K 0.02% 60
2025
Q2 		$330K Sell
1,039
-1,106
-52% -$333K 0.02% 66
2025
Q1 		$556K Sell
2,145
-160
-7% -$53.3K 0.04% 50
2024
Q4 		$931K Buy
2,305
+652
+39% +$210K 0.07% 41
2024
Q3 		$432K Sell
1,653
-148
-8% -$33.8K 0.03% 63
2024
Q2 		$356K Sell
1,801
-697
-28% -$122K 0.03% 67
2024
Q1 		$439K Sell
2,498
-880
-26% -$172K 0.04% 57
2023
Q4 		$839K Sell
3,378
-49
-1% -$11.6K 0.08% 37
2023
Q3 		$858K Sell
3,427
-32
-0.9% -$8.22K 0.09% 40
2023
Q2 		$905K Sell
3,459
-82
-2% -$16.4K 0.1% 40
2023
Q1 		$735K Sell
3,541
-19,745
-85% -$3.44M 0.09% 43
2022
Q4 		$2.87M Buy
+23,286
New +$4.41M 0.37% 29

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

Invictus Private Wealth's TSLA Position: Q2 2026 in Review

Invictus Private Wealth opened a new position in Tesla (TSLA) in Q2 2026: 9,809 shares worth $4.13M. The stake represents 0.22% of the portfolio and ranks #28 among its holdings. This is a return to the name: Invictus Private Wealth previously reported a position in TSLA as recently as Q4 2025.

Invictus Private Wealth first reported a position in TSLA in Q4 2022 and has held it in 14 quarters since. 4,304 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Invictus Private Wealth held 9,809 shares of Tesla worth $4.13M as of Q2 2026.
  • Tesla was a new Invictus Private Wealth position in Q2 2026.
  • Tesla made up 0.22% of Invictus Private Wealth's portfolio in Q2 2026, its #28 holding.
  • Invictus Private Wealth first reported a position in Tesla in Q4 2022 and has held it in 14 quarters since.
  • 4,304 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.