Lodestone Wealth Management’s Tesla TSLA Stock Holding History

Lodestone 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	$939K	Sell	2,233 -109	-5%	-$43.4K	0.33%	82
2026 Q1	$871K	Buy	2,342 +95	+4%	+$39.1K	0.35%	73
2025 Q4	$1.01M	Sell	2,247 -1	-0%	-$443	0.41%	66
2025 Q3	$1,000K	Sell	2,248 -10	-0.4%	-$3.47K	0.45%	66
2025 Q2	$717K	Buy	2,258 +273	+14%	+$82.2K	0.35%	72
2025 Q1	$514K	Buy	1,985 +204	+11%	+$68K	0.27%	88
2024 Q4	$719K	Sell	1,781 -64	-3%	-$20.6K	0.36%	72
2024 Q3	$483K	Sell	1,845 -53	-3%	-$12.1K	0.24%	90
2024 Q2	$376K	Sell	1,898 -8	-0.4%	-$1.4K	0.2%	111
2024 Q1	$335K	Buy	1,906 +303	+19%	+$59.2K	0.18%	117
2023 Q4	$398K	Buy	1,603 +13	+0.8%	+$3.09K	0.23%	103
2023 Q3	$398K	Hold	1,590	–	–	0.28%	85
2023 Q2	$416K	Hold	1,590	–	–	0.29%	84
2023 Q1	$330K	Buy	+1,590	New	+$277K	0.25%	95

Other funds holding TSLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

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

Lodestone Wealth Management reduced its Tesla (TSLA) stake by 4.7% in Q2 2026, selling an estimated $43.4K and leaving 2,233 shares worth $939K. The position accounts for 0.33% of the portfolio, ranked #82.

Lodestone Wealth Management first reported a position in TSLA in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.01M in Q4 2025. 1,778 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Lodestone Wealth Management held 2,233 shares of Tesla worth $939K as of Q2 2026.
Lodestone Wealth Management sold 109 Tesla shares in Q2 2026, an estimated $43.4K.
Tesla made up 0.33% of Lodestone Wealth Management's portfolio in Q2 2026, its #82 holding.
Lodestone Wealth Management first reported a position in Tesla in Q1 2023 and has held it in 14 quarters since.
Lodestone Wealth Management's Tesla position peaked at $1.01M in Q4 2025.
1,778 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.