MA Private Wealth’s Tesla TSLA Stock Holding History

MA Private Wealth’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	$642K	Sell	1,526 -946	-38%	-$376K	0.1%	62
2026 Q1	$919K	Buy	2,472 +1,535	+164%	+$632K	0.16%	53
2025 Q4	$421K	Sell	937 -562	-37%	-$249K	0.07%	68
2025 Q3	$667K	Hold	1,499	–	–	0.11%	57
2025 Q2	$476K	Buy	+1,499	New	+$452K	0.09%	64
2025 Q1	–	Sell	-862	Closed	-$348K	–	77
2024 Q4	$348K	Sell	862 -38	-4%	-$12.2K	0.07%	60
2024 Q3	$235K	Buy	+900	New	+$205K	0.04%	68
2024 Q1	–	Sell	-1,098	Closed	-$273K	–	79
2023 Q4	$273K	Sell	1,098 -519	-32%	-$123K	0.06%	67
2023 Q3	$405K	Buy	1,617 +150	+10%	+$38.5K	0.1%	60
2023 Q2	$384K	Buy	+1,467	New	+$293K	0.09%	59
2023 Q1	–	Sell	-4,659	Closed	-$574K	–	81
2022 Q4	$574K	Hold	4,659	–	–	0.14%	51
2022 Q3	$984K	Hold	4,659	–	–	0.24%	39
2022 Q2	$1.1M	Sell	4,659 -3,063	-40%	-$836K	0.27%	38
2022 Q1	$2.77M	Buy	7,722 +216	+3%	+$67.3K	0.51%	31
2021 Q4	$2.64M	Buy	7,506 +3,192	+74%	+$1.07M	0.47%	32
2021 Q3	$1.11M	Sell	4,314 -120	-3%	-$28.2K	0.22%	46
2021 Q2	$1M	Hold	4,434	–	–	0.2%	48
2021 Q1	$987K	Buy	4,434 +1,344	+43%	+$337K	0.21%	47
2020 Q4	$727K	Sell	3,090 -825	-21%	-$141K	0.17%	46
2020 Q3	$560K	Sell	3,915 -150	-4%	-$17.7K	0.13%	55
2020 Q2	$293K	Buy	+4,065	New	+$220K	0.07%	66

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MA Private Wealth's TSLA Position: Q2 2026 in Review

MA Private Wealth reduced its Tesla (TSLA) stake by 38% in Q2 2026, selling an estimated $376K and leaving 1,526 shares worth $642K. The position accounts for 0.1% of the portfolio, ranked #62.

MA Private Wealth first reported a position in TSLA in Q2 2020 and has held it in 21 quarters since. The position peaked at $2.77M in Q1 2022. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

MA Private Wealth held 1,526 shares of Tesla worth $642K as of Q2 2026.
MA Private Wealth sold 946 Tesla shares in Q2 2026, an estimated $376K.
Tesla made up 0.1% of MA Private Wealth's portfolio in Q2 2026, its #62 holding.
MA Private Wealth first reported a position in Tesla in Q2 2020 and has held it in 21 quarters since.
MA Private Wealth's Tesla position peaked at $2.77M in Q1 2022.
4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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