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KFG Wealth Management’s Tesla TSLA Stock Holding History

KFG 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 		$1.38M Sell
3,279
-13
-0.4% -$5.17K 0.16% 73
2026
Q1 		$1.22M Sell
3,292
-131
-4% -$54K 0.16% 72
2025
Q4 		$1.54M Sell
3,423
-4
-0.1% -$1.77K 0.21% 63
2025
Q3 		$1.52M Sell
3,427
-58
-2% -$20.1K 0.22% 60
2025
Q2 		$1.11M Buy
3,485
+52
+2% +$15.7K 0.18% 67
2025
Q1 		$890K Buy
3,433
+303
+10% +$101K 0.16% 71
2024
Q4 		$1.26M Buy
3,130
+8
+0.3% +$2.57K 0.24% 54
2024
Q3 		$817K Buy
3,122
+25
+0.8% +$5.7K 0.18% 76
2024
Q2 		$613K Sell
3,097
-91
-3% -$15.9K 0.24% 77
2024
Q1 		$560K Buy
3,188
+50
+2% +$9.77K 0.23% 77
2023
Q4 		$780K Sell
3,138
-17
-0.5% -$4.04K 0.36% 48
2023
Q3 		$790K Buy
3,155
+74
+2% +$19K 0.43% 45
2023
Q2 		$807K Buy
3,081
+149
+5% +$29.8K 0.47% 41
2023
Q1 		$545K Buy
2,932
+27
+0.9% +$4.71K 0.38% 43
2022
Q4 		$358K Buy
+2,905
New +$550K 0.37% 51

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

KFG Wealth Management's TSLA Position: Q2 2026 in Review

KFG Wealth Management reduced its Tesla (TSLA) stake by 0.39% in Q2 2026, selling an estimated $5.17K and leaving 3,279 shares worth $1.38M. The position accounts for 0.16% of the portfolio, ranked #73.

KFG Wealth Management first reported a position in TSLA in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.54M in Q4 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • KFG Wealth Management held 3,279 shares of Tesla worth $1.38M as of Q2 2026.
  • KFG Wealth Management sold 13 Tesla shares in Q2 2026, an estimated $5.17K.
  • Tesla made up 0.16% of KFG Wealth Management's portfolio in Q2 2026, its #73 holding.
  • KFG Wealth Management first reported a position in Tesla in Q4 2022 and has held it in 15 quarters since.
  • KFG Wealth Management's Tesla position peaked at $1.54M in Q4 2025.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.