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KWB Wealth’s Tesla TSLA Stock Holding History

KWB Wealth’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 		$850K Buy
2,020
+81
+4% +$32.2K 0.07% 90
2026
Q1 		$872K Buy
1,939
+301
+18% +$124K 0.09% 79
2025
Q4 		$736K Buy
1,638
+305
+23% +$135K 0.07% 85
2025
Q3 		$423K Sell
1,333
-48
-3% -$16.6K 0.05% 97
2025
Q2 		$358K Buy
1,381
+33
+2% +$9.94K 0.04% 110
2025
Q1 		$544K Hold
1,348
– – 0.07% 91
2024
Q4 		$353K Hold
1,348
– – 0.04% 107
2024
Q3 		$267K Hold
1,348
– – 0.03% 113
2024
Q2 		$237K Hold
1,348
– – 0.03% 119
2024
Q1 		$237K Hold
1,348
– – 0.03% 121
2023
Q4 		$335K Hold
1,348
– – 0.05% 101
2023
Q3 		$353K Hold
1,348
– – 0.06% 93
2023
Q2 		$353K Buy
+1,348
New +$270K 0.06% 94
2022
Q4 		– Sell
-1,456
Closed -$386K – 126
2022
Q3 		$386K Sell
1,456
-104
-7% -$29K 0.08% 70
2022
Q2 		$350K Sell
1,560
-147
-9% -$40.1K 0.07% 79
2022
Q1 		$601K Hold
1,707
– – 0.1% 50
2021
Q4 		$601K Sell
1,707
-54
-3% -$18.1K 0.1% 50
2021
Q3 		$455K Buy
1,761
+270
+18% +$63.5K 0.08% 57
2021
Q2 		$332K Hold
1,491
– – 0.06% 63
2021
Q1 		$332K Sell
1,491
-270
-15% -$67.8K 0.06% 63
2020
Q4 		$414K Buy
+1,761
New +$301K 0.09% 51

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

KWB Wealth's TSLA Position: Q2 2026 in Review

KWB Wealth increased its Tesla (TSLA) stake by 4.2% in Q2 2026, buying an estimated $32.2K and bringing the position to 2,020 shares worth $850K. The position accounts for 0.07% of the portfolio, ranked #90.

KWB Wealth first reported a position in TSLA in Q4 2020 and has held it in 21 quarters since. The position peaked at $872K in Q1 2026. 781 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • KWB Wealth held 2,020 shares of Tesla worth $850K as of Q2 2026.
  • KWB Wealth bought 81 Tesla shares in Q2 2026, an estimated $32.2K.
  • Tesla made up 0.07% of KWB Wealth's portfolio in Q2 2026, its #90 holding.
  • KWB Wealth first reported a position in Tesla in Q4 2020 and has held it in 21 quarters since.
  • KWB Wealth's Tesla position peaked at $872K in Q1 2026.
  • 781 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.