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Legacy Capital Wealth Partners’s Tesla TSLA Stock Holding History

Legacy Capital Wealth 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 		$9.97M Sell
23,711
-2,300
-9% -$915K 1.91% 5
2026
Q1 		$9.67M Buy
26,011
+1,432
+6% +$590K 1.99% 5
2025
Q4 		$11.1M Sell
24,579
-4,296
-15% -$1.9M 2.37% 3
2025
Q3 		$12.8M Sell
28,875
-3,594
-11% -$1.25M 2.79% 3
2025
Q2 		$10.3M Buy
32,469
+29,770
+1,103% +$8.97M 2.35% 4
2025
Q1 		$700K Sell
2,699
-470
-15% -$157K 0.17% 123
2024
Q4 		$1.28M Sell
3,169
-1,701
-35% -$547K 0.32% 64
2024
Q3 		$1.27M Buy
4,870
+2,355
+94% +$537K 0.25% 80
2024
Q2 		$519K Buy
2,515
+906
+56% +$158K 0.13% 155
2024
Q1 		$266K Sell
1,609
-2,344
-59% -$458K 0.19% 94
2023
Q4 		$1M Buy
3,953
+66
+2% +$15.7K 0.28% 79
2023
Q3 		$992K Buy
+3,887
New +$998K 0.27% 75
2023
Q2 		– Sell
-3,803
Closed -$810K – 224
2023
Q1 		$810K Buy
+3,803
New +$663K 0.22% 95

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

Legacy Capital Wealth Partners's TSLA Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Tesla (TSLA) stake by 8.8% in Q2 2026, selling an estimated $915K and leaving 23,711 shares worth $9.97M. The position accounts for 1.91% of the portfolio, ranked #5.

Legacy Capital Wealth Partners first reported a position in TSLA in Q1 2023 and has held it in 13 quarters since. The position peaked at $12.8M in Q3 2025. 4,308 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Legacy Capital Wealth Partners held 23,711 shares of Tesla worth $9.97M as of Q2 2026.
  • Legacy Capital Wealth Partners sold 2,300 Tesla shares in Q2 2026, an estimated $915K.
  • Tesla made up 1.91% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #5 holding.
  • Legacy Capital Wealth Partners first reported a position in Tesla in Q1 2023 and has held it in 13 quarters since.
  • Legacy Capital Wealth Partners's Tesla position peaked at $12.8M in Q3 2025.
  • 4,308 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.