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Lionshead Wealth Management’s Tesla TSLA Stock Holding History

Lionshead 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 		$1.68M Buy
4,001
+8
+0.2% +$3.18K 1.09% 32
2026
Q1 		$1.48M Buy
3,993
+18
+0.5% +$7.42K 1.09% 30
2025
Q4 		$1.79M Buy
3,975
+13
+0.3% +$5.76K 1.34% 25
2025
Q3 		$1.76M Sell
3,962
-4
-0.1% -$1.39K 1.4% 25
2025
Q2 		$1.26M Buy
3,966
+124
+3% +$37.4K 1.16% 32
2025
Q1 		$996K Sell
3,842
-274
-7% -$91.3K 1.03% 32
2024
Q4 		$1.66M Buy
+4,116
New +$1.32M 1.2% 25

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

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

Lionshead Wealth Management increased its Tesla (TSLA) stake by 0.2% in Q2 2026, buying an estimated $3.18K and bringing the position to 4,001 shares worth $1.68M. The position accounts for 1.09% of the portfolio, ranked #32.

Lionshead Wealth Management first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.79M in Q4 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Lionshead Wealth Management held 4,001 shares of Tesla worth $1.68M as of Q2 2026.
  • Lionshead Wealth Management bought 8 Tesla shares in Q2 2026, an estimated $3.18K.
  • Tesla made up 1.09% of Lionshead Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Lionshead Wealth Management first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • Lionshead Wealth Management's Tesla position peaked at $1.79M in Q4 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.