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Keystone Wealth Services’s Tesla TSLA Stock Holding History

Keystone Wealth Services’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 		$2.92M Sell
6,942
-62
-0.9% -$24.7K 0.54% 45
2026
Q1 		$2.6M Sell
7,004
-791
-10% -$326K 0.56% 41
2025
Q4 		$3.51M Sell
7,795
-151
-2% -$66.9K 0.74% 31
2025
Q3 		$3.53M Buy
7,946
+148
+2% +$51.3K 0.77% 28
2025
Q2 		$2.48M Buy
7,798
+888
+13% +$268K 0.6% 39
2025
Q1 		$1.79M Buy
6,910
+184
+3% +$61.3K 0.48% 47
2024
Q4 		$2.72M Buy
6,726
+159
+2% +$51.2K 0.72% 31
2024
Q3 		$1.72M Buy
6,567
+574
+10% +$131K 0.48% 49
2024
Q2 		$1.19M Buy
5,993
+49
+0.8% +$8.56K 0.37% 68
2024
Q1 		$1.04M Buy
5,944
+516
+10% +$101K 0.34% 73
2023
Q4 		$1.35M Buy
5,428
+1,052
+24% +$250K 0.46% 51
2023
Q3 		$1.09M Buy
4,376
+484
+12% +$124K 0.42% 62
2023
Q2 		$1.02M Sell
3,892
-67
-2% -$13.4K 0.38% 60
2023
Q1 		$821K Buy
3,959
+327
+9% +$57K 0.34% 72
2022
Q4 		$447K Sell
3,632
-119
-3% -$22.5K 0.2% 113
2022
Q3 		$995K Buy
3,751
+196
+6% +$54.7K 0.47% 50
2022
Q2 		$798K Buy
3,555
+339
+11% +$92.5K 0.36% 63
2022
Q1 		$1.16M Sell
3,216
-15
-0.5% -$4.67K 0.46% 55
2021
Q4 		$1.14M Buy
+3,231
New +$1.08M 0.46% 55

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Keystone Wealth Services's TSLA Position: Q2 2026 in Review

Keystone Wealth Services reduced its Tesla (TSLA) stake by 0.89% in Q2 2026, selling an estimated $24.7K and leaving 6,942 shares worth $2.92M. The position accounts for 0.54% of the portfolio, ranked #45.

Keystone Wealth Services first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.53M in Q3 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Keystone Wealth Services held 6,942 shares of Tesla worth $2.92M as of Q2 2026.
  • Keystone Wealth Services sold 62 Tesla shares in Q2 2026, an estimated $24.7K.
  • Tesla made up 0.54% of Keystone Wealth Services's portfolio in Q2 2026, its #45 holding.
  • Keystone Wealth Services first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • Keystone Wealth Services's Tesla position peaked at $3.53M in Q3 2025.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.