LWPC
TSLA icon

Legacy Wealth Partners (Colorado)’s Tesla TSLA Stock Holding History

Legacy Wealth Partners (Colorado)’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 		$214K Buy
+508
New +$202K 0.05% 187
2026
Q1 		– Sell
-2,348
Closed -$1.06M – 198
2025
Q4 		$1.06M Buy
+2,348
New +$1.04M 0.27% 61

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 Partners (Colorado)'s TSLA Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) opened a new position in Tesla (TSLA) in Q2 2026: 508 shares worth $214K. The stake represents 0.05% of the portfolio and ranks #187 among its holdings. This is a return to the name: Legacy Wealth Partners (Colorado) previously reported a position in TSLA as recently as Q4 2025.

Legacy Wealth Partners (Colorado) first reported a position in TSLA in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.06M in Q4 2025. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 508 shares of Tesla worth $214K as of Q2 2026.
  • Tesla was a new Legacy Wealth Partners (Colorado) position in Q2 2026.
  • Tesla made up 0.05% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #187 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in Tesla in Q4 2025 and has held it in 2 quarters since.
  • Legacy Wealth Partners (Colorado)'s Tesla position peaked at $1.06M in Q4 2025.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.