MWP
TSLA icon

Madison Wealth Partners’s Tesla TSLA Stock Holding History

Madison 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 		$2.25M Buy
5,360
+756
+16% +$301K 0.29% 49
2026
Q1 		$1.71M Buy
4,604
+281
+7% +$116K 0.27% 46
2025
Q4 		$1.94M Buy
4,323
+196
+5% +$86.9K 0.35% 41
2025
Q3 		$1.84M Buy
4,127
+49
+1% +$17K 0.36% 39
2025
Q2 		$1.3M Sell
4,078
-15
-0.4% -$4.52K 0.28% 43
2025
Q1 		$1.06M Sell
4,093
-307
-7% -$102K 0.26% 47
2024
Q4 		$1.78M Sell
4,400
-729
-14% -$235K 0.5% 32
2024
Q3 		$1.34M Sell
5,129
-18
-0.3% -$4.11K 0.4% 34
2024
Q2 		$1.02M Buy
5,147
+24
+0.5% +$4.19K 0.35% 38
2024
Q1 		$901K Buy
5,123
+21
+0.4% +$4.1K 0.33% 38
2023
Q4 		$1.27M Buy
5,102
+82
+2% +$19.5K 0.5% 28
2023
Q3 		$1.26M Buy
5,020
+98
+2% +$25.2K 0.64% 23
2023
Q2 		$1.29M Buy
4,922
+32
+0.7% +$6.4K 0.6% 22
2023
Q1 		$1.01M Buy
4,890
+1,192
+32% +$208K 0.51% 24
2022
Q4 		$456K Buy
3,698
+816
+28% +$155K 0.27% 42
2022
Q3 		$765K Buy
2,882
+59
+2% +$16.5K 0.5% 25
2022
Q2 		$634K Buy
2,823
+51
+2% +$13.9K 0.4% 29
2022
Q1 		$996K Hold
2,772
– – 0.56% 22
2021
Q4 		$976K Buy
2,772
+12
+0.4% +$4.03K 0.49% 22
2021
Q3 		$713K Hold
2,760
– – 0.4% 25
2021
Q2 		$625K Sell
2,760
-1,455
-35% -$316K 0.36% 28
2021
Q1 		$991K Hold
4,215
– – 0.7% 20
2020
Q4 		$991K Buy
+4,215
New +$719K 0.66% 21

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

Madison Wealth Partners's TSLA Position: Q2 2026 in Review

Madison Wealth Partners increased its Tesla (TSLA) stake by 16% in Q2 2026, buying an estimated $301K and bringing the position to 5,360 shares worth $2.25M. The position accounts for 0.29% of the portfolio, ranked #49.

Madison Wealth Partners first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. 4,310 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Madison Wealth Partners held 5,360 shares of Tesla worth $2.25M as of Q2 2026.
  • Madison Wealth Partners bought 756 Tesla shares in Q2 2026, an estimated $301K.
  • Tesla made up 0.29% of Madison Wealth Partners's portfolio in Q2 2026, its #49 holding.
  • Madison Wealth Partners first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
  • 4,310 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.