Kerntke Otto McGlone Wealth Management Group’s Tesla TSLA Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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	$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

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

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. 4,292 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.
4,292 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.