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Lake Street Private Wealth’s Tesla TSLA Stock Holding History

Lake Street Private 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 		$1.67M Buy
3,959
+327
+9% +$130K 0.19% 95
2026
Q1 		$1.35M Sell
3,632
-71
-2% -$29.2K 0.17% 98
2025
Q4 		$1.67M Buy
3,703
+696
+23% +$309K 0.2% 91
2025
Q3 		$1.34M Buy
3,007
+52
+2% +$18K 0.17% 102
2025
Q2 		$939K Buy
2,955
+75
+3% +$22.6K 0.13% 108
2025
Q1 		$746K Sell
2,880
-73
-2% -$24.3K 0.12% 119
2024
Q4 		$1.19M Sell
2,953
-828
-22% -$266K 0.19% 95
2024
Q3 		$989K Sell
3,781
-4,872
-56% -$1.11M 0.16% 109
2024
Q2 		$1.71M Sell
8,653
-447
-5% -$78.1K 0.22% 106
2024
Q1 		$1.6M Buy
9,100
+744
+9% +$145K 0.22% 115
2023
Q4 		$2.08M Buy
8,356
+1,773
+27% +$421K 0.33% 84
2023
Q3 		$1.62M Buy
6,583
+28
+0.4% +$7.19K 0.29% 93
2023
Q2 		$1.72M Sell
6,555
-299
-4% -$59.8K 0.3% 94
2023
Q1 		$1.42M Sell
6,854
-30
-0.4% -$5.23K 0.27% 105
2022
Q4 		$847K Sell
6,884
-753
-10% -$143K 0.18% 140
2022
Q3 		$2.03M Buy
7,637
+662
+9% +$185K 0.47% 64
2022
Q2 		$1.57M Buy
6,975
+48
+0.7% +$13.1K 0.33% 87
2022
Q1 		$2.49M Buy
6,927
+942
+16% +$293K 0.45% 66
2021
Q4 		$2.11M Buy
5,985
+711
+13% +$238K 0.37% 74
2021
Q3 		$1.36M Buy
5,274
+315
+6% +$74.1K 0.33% 82
2021
Q2 		$1.12M Buy
4,959
+444
+10% +$96.4K 0.29% 92
2021
Q1 		$1M Sell
4,515
-951
-17% -$239K 0.28% 97
2020
Q4 		$1.29M Buy
5,466
+522
+11% +$89.1K 0.37% 74
2020
Q3 		$707K Sell
4,944
-441
-8% -$52.1K 0.24% 98
2020
Q2 		$387K Buy
+5,385
New +$291K 0.14% 120
2020
Q1 		– Sell
-4,425
Closed -$123K – 172
2019
Q4 		$123K Buy
+4,425
New +$96K 0.05% 163

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

Lake Street Private Wealth's TSLA Position: Q2 2026 in Review

Lake Street Private Wealth increased its Tesla (TSLA) stake by 9% in Q2 2026, buying an estimated $130K and bringing the position to 3,959 shares worth $1.67M. The position accounts for 0.19% of the portfolio, ranked #95.

Lake Street Private Wealth first reported a position in TSLA in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.49M in Q1 2022. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Lake Street Private Wealth held 3,959 shares of Tesla worth $1.67M as of Q2 2026.
  • Lake Street Private Wealth bought 327 Tesla shares in Q2 2026, an estimated $130K.
  • Tesla made up 0.19% of Lake Street Private Wealth's portfolio in Q2 2026, its #95 holding.
  • Lake Street Private Wealth first reported a position in Tesla in Q4 2019 and has held it in 26 quarters since.
  • Lake Street Private Wealth's Tesla position peaked at $2.49M in Q1 2022.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.