Johnson & White Wealth Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$459K Buy
+1,091
New +$434K 0.17% 81
2026
Q1
Sell
-929
Closed -$418K 112
2025
Q4
$418K Sell
929
-41
-4% -$18.2K 0.18% 81
2025
Q3
$431K Hold
970
0.2% 79
2025
Q2
$308K Sell
970
-1,000
-51% -$301K 0.16% 87
2025
Q1
$511K Buy
1,970
+220
+13% +$73.3K 0.29% 64
2024
Q4
$664K Sell
1,750
-450
-20% -$145K 0.4% 53
2024
Q3
$576K Sell
2,200
-30
-1% -$6.84K 0.5% 34
2024
Q2
$441K Buy
+2,230
New +$390K 0.42% 36
2024
Q1
Sell
-871
Closed -$216K 88
2023
Q4
$216K Buy
+871
New +$207K 0.18% 79

Other funds holding TSLA

Johnson & White Wealth Management's TSLA Position: Q2 2026 in Review

Johnson & White Wealth Management opened a new position in Tesla (TSLA) in Q2 2026: 1,091 shares worth $459K. The stake represents 0.17% of the portfolio and ranks #81 among its holdings. This is a return to the name: Johnson & White Wealth Management previously reported a position in TSLA as recently as Q4 2025.

Johnson & White Wealth Management first reported a position in TSLA in Q4 2023 and has held it in 9 quarters since. The position peaked at $664K in Q4 2024. 1,382 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Johnson & White Wealth Management held 1,091 shares of Tesla worth $459K as of Q2 2026.
  • Tesla was a new Johnson & White Wealth Management position in Q2 2026.
  • Tesla made up 0.17% of Johnson & White Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Johnson & White Wealth Management first reported a position in Tesla in Q4 2023 and has held it in 9 quarters since.
  • Johnson & White Wealth Management's Tesla position peaked at $664K in Q4 2024.
  • 1,382 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.