Kerntke Otto McGlone Wealth Management Group’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
$302K Sell
717
-25
-3% -$9.94K 0.18% 72
2026
Q1
$276K Buy
742
+109
+17% +$44.9K 0.19% 70
2025
Q4
$285K Sell
633
-58
-8% -$25.7K 0.2% 67
2025
Q3
$307K Sell
691
-80
-10% -$27.7K 0.23% 60
2025
Q2
$245K Buy
+771
New +$232K 0.19% 74
2022
Q3
Sell
-975
Closed -$219K 57
2022
Q2
$219K Buy
+975
New +$266K 0.33% 49
2022
Q1
Sell
-942
Closed -$332K 65
2021
Q4
$332K Buy
+942
New +$316K 0.4% 45
2021
Q3
Sell
-1,068
Closed -$242K 118
2021
Q2
$242K Buy
1,068
+3
+0.3% +$651 0.1% 117
2021
Q1
$237K Hold
1,065
0.12% 112
2020
Q4
$251K Buy
+1,065
New +$182K 0.15% 101

Other funds holding TSLA

Kerntke Otto McGlone Wealth Management Group's TSLA Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group reduced its Tesla (TSLA) stake by 3.4% in Q2 2026, selling an estimated $9.94K and leaving 717 shares worth $302K. The position accounts for 0.18% of the portfolio, ranked #72.

Kerntke Otto McGlone Wealth Management Group first reported a position in TSLA in Q4 2020 and has held it in 10 quarters since. The position peaked at $332K in Q4 2021. 1,238 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Kerntke Otto McGlone Wealth Management Group held 717 shares of Tesla worth $302K as of Q2 2026.
  • Kerntke Otto McGlone Wealth Management Group sold 25 Tesla shares in Q2 2026, an estimated $9.94K.
  • Tesla made up 0.18% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #72 holding.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Tesla in Q4 2020 and has held it in 10 quarters since.
  • Kerntke Otto McGlone Wealth Management Group's Tesla position peaked at $332K in Q4 2021.
  • 1,238 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.