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Marrick Wealth’s Tesla TSLA Stock Holding History

Marrick 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 		$347K Sell
824
-13
-2% -$5.17K 0.25% 44
2026
Q1 		$311K Sell
837
-18
-2% -$7.42K 0.26% 37
2025
Q4 		$385K Buy
+855
New +$379K 0.31% 38

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

Marrick Wealth's TSLA Position: Q2 2026 in Review

Marrick Wealth reduced its Tesla (TSLA) stake by 1.6% in Q2 2026, selling an estimated $5.17K and leaving 824 shares worth $347K. The position accounts for 0.25% of the portfolio, ranked #44.

Marrick Wealth first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $385K in Q4 2025. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Marrick Wealth held 824 shares of Tesla worth $347K as of Q2 2026.
  • Marrick Wealth sold 13 Tesla shares in Q2 2026, an estimated $5.17K.
  • Tesla made up 0.25% of Marrick Wealth's portfolio in Q2 2026, its #44 holding.
  • Marrick Wealth first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • Marrick Wealth's Tesla position peaked at $385K in Q4 2025.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Marrick Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.