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Legacy Wealth Management (Idaho)’s Tesla TSLA Stock Holding History

Legacy Wealth Management (Idaho)’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 		$958K Buy
2,279
+469
+26% +$187K 0.39% 74
2026
Q1 		$673K Buy
1,810
+577
+47% +$238K 0.33% 66
2025
Q4 		$555K Buy
1,233
+296
+32% +$131K 0.27% 68
2025
Q3 		$417K Sell
937
-215
-19% -$74.6K 0.19% 72
2025
Q2 		$366K Buy
1,152
+144
+14% +$43.4K 0.19% 60
2025
Q1 		$261K Buy
1,008
+119
+13% +$39.7K 0.18% 61
2024
Q4 		$321K Sell
889
-67
-7% -$21.6K 0.21% 57
2024
Q3 		$316K Buy
+956
New +$218K 0.18% 51

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 $3.38T AUM 44.17% 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 Management (Idaho)'s TSLA Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its Tesla (TSLA) stake by 26% in Q2 2026, buying an estimated $187K and bringing the position to 2,279 shares worth $958K. The position accounts for 0.39% of the portfolio, ranked #74.

Legacy Wealth Management (Idaho) first reported a position in TSLA in Q3 2024 and has held it in 8 quarters since. 4,317 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 2,279 shares of Tesla worth $958K as of Q2 2026.
  • Legacy Wealth Management (Idaho) bought 469 Tesla shares in Q2 2026, an estimated $187K.
  • Tesla made up 0.39% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #74 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Tesla in Q3 2024 and has held it in 8 quarters since.
  • 4,317 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.