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Liberty Square Wealth Partners’s Tesla TSLA Stock Holding History

Liberty Square 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 		$442K Sell
1,050
-195
-16% -$77.6K 0.11% 81
2026
Q1 		$463K Sell
1,245
-315
-20% -$130K 0.13% 78
2025
Q4 		$702K Sell
1,560
-30
-2% -$13.3K 0.2% 60
2025
Q3 		$707K Sell
1,590
-24
-1% -$8.32K 0.22% 63
2025
Q2 		$513K Sell
1,614
-237
-13% -$71.4K 0.18% 76
2025
Q1 		$480K Sell
1,851
-288
-13% -$96K 0.18% 78
2024
Q4 		$761K Buy
+2,139
New +$688K 0.28% 59

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

Liberty Square Wealth Partners's TSLA Position: Q2 2026 in Review

Liberty Square Wealth Partners reduced its Tesla (TSLA) stake by 16% in Q2 2026, selling an estimated $77.6K and leaving 1,050 shares worth $442K. The position accounts for 0.11% of the portfolio, ranked #81.

Liberty Square Wealth Partners first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $761K in Q4 2024. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Liberty Square Wealth Partners held 1,050 shares of Tesla worth $442K as of Q2 2026.
  • Liberty Square Wealth Partners sold 195 Tesla shares in Q2 2026, an estimated $77.6K.
  • Tesla made up 0.11% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #81 holding.
  • Liberty Square Wealth Partners first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • Liberty Square Wealth Partners's Tesla position peaked at $761K in Q4 2024.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.