Keudell/Morrison Wealth Management’s Tesla TSLA Stock Holding History

Keudell/Morrison 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	$445K	Buy	1,058 +13	+1%	+$5.17K	0.08%	148
2026 Q1	$388K	Sell	1,045 -23	-2%	-$9.47K	0.08%	157
2025 Q4	$480K	Buy	+1,068	New	+$473K	0.1%	133
2025 Q2	$364K	Buy	1,146 +170	+17%	+$51.2K	0.08%	152
2025 Q1	$253K	Buy	976 +156	+19%	+$52K	0.06%	184
2024 Q4	$331K	Buy	+820	New	+$264K	0.09%	149
2022 Q2	–	Sell	-639	Closed	-$230K	–	184
2022 Q1	$230K	Hold	639	–	–	0.1%	162
2021 Q4	$225K	Buy	639 +561	+719%	+$188K	0.09%	172
2021 Q3	$20K	Buy	+78	New	+$18.4K	0.01%	176
2020 Q2	–	Sell	-15,000	Closed	-$265K	–	150
2020 Q1	$265K	Buy	+15,000	New	+$622K	0.26%	109

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

Keudell/Morrison Wealth Management's TSLA Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Tesla (TSLA) stake by 1.2% in Q2 2026, buying an estimated $5.17K and bringing the position to 1,058 shares worth $445K. The position accounts for 0.08% of the portfolio, ranked #148.

Keudell/Morrison Wealth Management first reported a position in TSLA in Q1 2020 and has held it in 10 quarters since. The position peaked at $480K in Q4 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Keudell/Morrison Wealth Management held 1,058 shares of Tesla worth $445K as of Q2 2026.
Keudell/Morrison Wealth Management bought 13 Tesla shares in Q2 2026, an estimated $5.17K.
Tesla made up 0.08% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #148 holding.
Keudell/Morrison Wealth Management first reported a position in Tesla in Q1 2020 and has held it in 10 quarters since.
Keudell/Morrison Wealth Management's Tesla position peaked at $480K in Q4 2025.
4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.