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Leeward Financial Partners’s Tesla TSLA Stock Holding History

Leeward Financial Partners’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 		$233K Hold
553
– – 0.06% 104
2026
Q1 		$206K Buy
553
+4
+0.7% +$1.65K 0.06% 97
2025
Q4 		$247K Buy
549
+56
+11% +$24.8K 0.07% 92
2025
Q3 		$219K Buy
+493
New +$171K 0.06% 98
2025
Q1 		– Sell
-518
Closed -$209K – 96
2024
Q4 		$209K Buy
+518
New +$167K 0.07% 90
2024
Q1 		– Sell
-1,229
Closed -$305K – 99
2023
Q4 		$305K Buy
1,229
+91
+8% +$21.6K 0.15% 71
2023
Q3 		$285K Buy
1,138
+35
+3% +$8.99K 0.16% 66
2023
Q2 		$289K Buy
+1,103
New +$221K 0.17% 71
2022
Q4 		– Sell
-1,500
Closed -$398K – 70
2022
Q3 		$398K Buy
1,500
+75
+5% +$20.9K 0.29% 56
2022
Q2 		$320K Buy
1,425
+336
+31% +$91.7K 0.22% 57
2022
Q1 		$391K Buy
1,089
+465
+75% +$145K 0.24% 53
2021
Q4 		$220K Buy
+624
New +$209K 0.14% 66

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

Leeward Financial Partners's TSLA Position: Q2 2026 in Review

Leeward Financial Partners held its Tesla (TSLA) position steady in Q2 2026 at 553 shares worth $233K. The position accounts for 0.06% of the portfolio, ranked #104.

Leeward Financial Partners first reported a position in TSLA in Q4 2021 and has held it in 12 quarters since. The position peaked at $398K in Q3 2022. 4,268 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Leeward Financial Partners held 553 shares of Tesla worth $233K as of Q2 2026.
  • Leeward Financial Partners left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 0.06% of Leeward Financial Partners's portfolio in Q2 2026, its #104 holding.
  • Leeward Financial Partners first reported a position in Tesla in Q4 2021 and has held it in 12 quarters since.
  • Leeward Financial Partners's Tesla position peaked at $398K in Q3 2022.
  • 4,268 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.