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Legacy Wealth Asset Management’s Tesla TSLA Stock Holding History

Legacy Wealth Asset 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 		$490K Sell
1,166
-8
-0.7% -$3.18K 0.11% 270
2026
Q1 		$436K Sell
1,174
-32
-3% -$13.2K 0.11% 279
2025
Q4 		$542K Sell
1,206
-1,864
-61% -$826K 0.13% 244
2025
Q3 		$1.37M Buy
3,070
+42
+1% +$14.6K 0.33% 82
2025
Q2 		$962K Sell
3,028
-27
-0.9% -$8.13K 0.24% 106
2025
Q1 		$792K Buy
3,055
+35
+1% +$11.7K 0.22% 130
2024
Q4 		$1.22M Buy
3,020
+1,984
+192% +$638K 0.33% 78
2024
Q3 		$271K Buy
1,036
+12
+1% +$2.74K 0.07% 316
2024
Q2 		$203K Sell
1,024
-161
-14% -$28.1K 0.06% 327
2024
Q1 		$208K Buy
1,185
+234
+25% +$45.7K 0.06% 331
2023
Q4 		$236K Buy
+951
New +$226K 0.08% 318
2023
Q3 		– Sell
-1,010
Closed -$264K – 346
2023
Q2 		$264K Buy
+1,010
New +$202K 0.09% 300
2022
Q3 		– Sell
-11,715
Closed -$2.63M – 365
2022
Q2 		$2.63M Buy
+11,715
New +$3.2M 1.07% 11

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

Legacy Wealth Asset Management reduced its Tesla (TSLA) stake by 0.68% in Q2 2026, selling an estimated $3.18K and leaving 1,166 shares worth $490K. The position accounts for 0.11% of the portfolio, ranked #270.

Legacy Wealth Asset Management first reported a position in TSLA in Q2 2022 and has held it in 13 quarters since. The position peaked at $2.63M in Q2 2022. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Legacy Wealth Asset Management held 1,166 shares of Tesla worth $490K as of Q2 2026.
  • Legacy Wealth Asset Management sold 8 Tesla shares in Q2 2026, an estimated $3.18K.
  • Tesla made up 0.11% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #270 holding.
  • Legacy Wealth Asset Management first reported a position in Tesla in Q2 2022 and has held it in 13 quarters since.
  • Legacy Wealth Asset Management's Tesla position peaked at $2.63M in Q2 2022.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.