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Jacksonville Wealth Management’s Tesla TSLA Stock Holding History

Jacksonville 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
2026
Q2 		$720K Hold
1,713
– – 0.41% 39
2026
Q1 		$637K Buy
1,713
+157
+10% +$64.7K 0.43% 38
2025
Q4 		$700K Sell
1,556
-10
-0.6% -$4.43K 0.5% 37
2025
Q3 		$696K Buy
1,566
+11
+0.7% +$3.81K 0.51% 36
2025
Q2 		$494K Hold
1,555
– – 0.4% 42
2025
Q1 		$403K Sell
1,555
-202
-11% -$67.3K 0.4% 43
2024
Q4 		$710K Buy
+1,757
New +$565K 0.66% 31

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

Jacksonville Wealth Management's TSLA Position: Q2 2026 in Review

Jacksonville Wealth Management held its Tesla (TSLA) position steady in Q2 2026 at 1,713 shares worth $720K. The position accounts for 0.41% of the portfolio, ranked #39.

Jacksonville Wealth Management first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. 4,306 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Jacksonville Wealth Management held 1,713 shares of Tesla worth $720K as of Q2 2026.
  • Jacksonville Wealth Management left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 0.41% of Jacksonville Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Jacksonville Wealth Management first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • 4,306 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Jacksonville Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.