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Liberty Wealth Management’s Tesla TSLA Stock Holding History

Liberty Wealth 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 		$5.24M Hold
14,101
– – 0.65% 39
2026
Q1 		$5.24M Sell
14,101
-760
-5% -$313K 0.65% 39
2025
Q4 		$6.68M Sell
14,861
-494
-3% -$219K 0.86% 31
2025
Q3 		$6.83M Sell
15,355
-332
-2% -$115K 0.96% 29
2025
Q2 		$4.98M Sell
15,687
-5,376
-26% -$1.62M 0.78% 36
2025
Q1 		$5.46M Sell
21,063
-4,186
-17% -$1.4M 1.04% 28
2024
Q4 		$10.2M Buy
25,249
+7,371
+41% +$2.37M 1.7% 18
2024
Q3 		$4.68M Sell
17,878
-7,412
-29% -$1.69M 0.79% 33
2024
Q2 		$3.74M Buy
25,290
+7,224
+40% +$1.26M 0.69% 35
2024
Q1 		$3.18M Sell
18,066
-182
-1% -$35.6K 0.62% 39
2023
Q4 		$4.53M Buy
18,248
+91
+0.5% +$21.6K 0.97% 27
2023
Q3 		$4.54M Sell
18,157
-170
-0.9% -$43.7K 1.13% 25
2023
Q2 		$4.8M Sell
18,327
-212
-1% -$42.4K 1.19% 25
2023
Q1 		$3.85M Buy
+18,539
New +$3.23M 0.79% 32
2022
Q3 		$4.76M Buy
17,948
+383
+2% +$107K 1.27% 17
2022
Q2 		$3.94M Buy
17,565
+4,212
+32% +$1.15M 1.6% 12
2022
Q1 		$4.8M Sell
13,353
-108
-0.8% -$33.6K 1.73% 12
2021
Q4 		$4.74K Sell
13,461
-291
-2% -$97.6K 0.21% 33
2021
Q3 		$3.56M Buy
13,752
+423
+3% +$99.6K 1.27% 13
2021
Q2 		$3.02M Buy
13,329
+876
+7% +$190K 1.17% 19
2021
Q1 		$3.49M Hold
12,453
– – 1.7% 15
2020
Q4 		$3.49M Sell
12,453
-258
-2% -$44K 1.71% 15
2020
Q3 		$1.82M Buy
12,711
+51
+0.4% +$6.02K 1.07% 20
2020
Q2 		$911K Sell
12,660
-4,545
-26% -$246K 0.64% 28
2020
Q1 		$601K Sell
17,205
-45
-0.3% -$1.86K 0.53% 34
2019
Q4 		$481K Sell
17,250
-1,395
-7% -$30.3K 0.38% 52
2019
Q3 		$299K Buy
18,645
+3,750
+25% +$58.7K 0.28% 69
2019
Q2 		$222K Buy
14,895
+225
+2% +$3.5K 0.19% 98
2019
Q1 		$273K Buy
14,670
+1,500
+11% +$30.1K 0.21% 72
2018
Q4 		$292K Buy
+13,170
New +$283K 0.22% 67

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 Wealth Management's TSLA Position: Q2 2026 in Review

Liberty Wealth Management held its Tesla (TSLA) position steady in Q2 2026 at 14,101 shares worth $5.24M. The position accounts for 0.65% of the portfolio, ranked #39.

Liberty Wealth Management first reported a position in TSLA in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.2M in Q4 2024. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Liberty Wealth Management held 14,101 shares of Tesla worth $5.24M as of Q2 2026.
  • Liberty Wealth Management left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 0.65% of Liberty Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Liberty Wealth Management first reported a position in Tesla in Q4 2018 and has held it in 30 quarters since.
  • Liberty Wealth Management's Tesla position peaked at $10.2M in Q4 2024.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.