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Jamison Private Wealth Management’s Tesla TSLA Stock Holding History

Jamison Private 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 		$10.5M Buy
24,921
+1,123
+5% +$447K 1.06% 31
2026
Q1 		$8.85M Buy
23,798
+532
+2% +$219K 1.08% 34
2025
Q4 		$10.5M Buy
23,266
+455
+2% +$202K 1.27% 24
2025
Q3 		$10.1M Buy
22,811
+980
+4% +$340K 1.28% 25
2025
Q2 		$6.93M Buy
21,831
+458
+2% +$138K 1% 35
2025
Q1 		$5.54M Buy
21,373
+809
+4% +$270K 0.84% 41
2024
Q4 		$8.3M Buy
20,564
+986
+5% +$317K 1.23% 28
2024
Q3 		$5.12M Buy
19,578
+843
+4% +$192K 0.78% 44
2024
Q2 		$3.71M Buy
18,735
+562
+3% +$98.2K 0.62% 50
2024
Q1 		$3.19M Buy
18,173
+510
+3% +$99.6K 0.54% 52
2023
Q4 		$4.39M Buy
17,663
+326
+2% +$77.5K 0.82% 43
2023
Q3 		$4.34M Buy
+17,337
New +$4.45M 0.9% 38

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

Jamison Private Wealth Management's TSLA Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Tesla (TSLA) stake by 4.7% in Q2 2026, buying an estimated $447K and bringing the position to 24,921 shares worth $10.5M. The position accounts for 1.06% of the portfolio, ranked #31.

Jamison Private Wealth Management first reported a position in TSLA in Q3 2023 and has held it in 12 quarters since. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Jamison Private Wealth Management held 24,921 shares of Tesla worth $10.5M as of Q2 2026.
  • Jamison Private Wealth Management bought 1,123 Tesla shares in Q2 2026, an estimated $447K.
  • Tesla made up 1.06% of Jamison Private Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Jamison Private Wealth Management first reported a position in Tesla in Q3 2023 and has held it in 12 quarters since.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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