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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
2022
Q1 		– Sell
-900
Closed -$317K – 200
2021
Q4 		$317K Hold
900
– – 0.13% 135
2021
Q3 		$233K Buy
+900
New +$212K 0.1% 159

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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. 2,843 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.
  • 2,843 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.