Jessup Wealth Management’s Tesla TSLA Stock Holding History

Jessup 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	$10.6M	Sell	25,163 -1,019	-4%	-$405K	3.16%	12
2026 Q1	$9.73M	Buy	26,182 +581	+2%	+$239K	3.55%	10
2025 Q4	$11.5M	Buy	25,601 +180	+0.7%	+$79.8K	3.81%	6
2025 Q3	$11.3M	Buy	25,421 +477	+2%	+$165K	4.21%	8
2025 Q2	$7.92M	Buy	24,944 +1,535	+7%	+$462K	3.18%	10
2025 Q1	$6.07M	Buy	+23,409	New	+$7.8M	2.55%	15
2024 Q1	–	Sell	-20,116	Closed	-$5M	–	67
2023 Q4	$5M	Buy	+20,116	New	+$4.78M	2.5%	18
2023 Q3	–	Sell	-1,061	Closed	-$278K	–	74
2023 Q2	$278K	Sell	1,061 -181	-15%	-$36.2K	0.15%	52
2023 Q1	$258K	Buy	+1,242	New	+$217K	0.15%	60

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Jessup Wealth Management reduced its Tesla (TSLA) stake by 3.9% in Q2 2026, selling an estimated $405K and leaving 25,163 shares worth $10.6M. The position accounts for 3.16% of the portfolio, ranked #12.

Jessup Wealth Management first reported a position in TSLA in Q1 2023 and has held it in 9 quarters since. The position peaked at $11.5M in Q4 2025. 4,291 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Jessup Wealth Management held 25,163 shares of Tesla worth $10.6M as of Q2 2026.
Jessup Wealth Management sold 1,019 Tesla shares in Q2 2026, an estimated $405K.
Tesla made up 3.16% of Jessup Wealth Management's portfolio in Q2 2026, its #12 holding.
Jessup Wealth Management first reported a position in Tesla in Q1 2023 and has held it in 9 quarters since.
Jessup Wealth Management's Tesla position peaked at $11.5M in Q4 2025.
4,291 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Jessup Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.