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McMill Wealth Management’s Tesla TSLA Stock Holding History

McMill 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 		$228K Buy
+542
New +$216K 0.05% 55
2026
Q1 		– Sell
-527
Closed -$237K – 83
2025
Q4 		$237K Hold
527
– – 0.07% 53
2025
Q3 		$234K Buy
+527
New +$183K 0.07% 50

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

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

McMill Wealth Management opened a new position in Tesla (TSLA) in Q2 2026: 542 shares worth $228K. The stake represents 0.05% of the portfolio and ranks #55 among its holdings. This is a return to the name: McMill Wealth Management previously reported a position in TSLA as recently as Q4 2025.

McMill Wealth Management first reported a position in TSLA in Q3 2025 and has held it in 3 quarters since. The position peaked at $237K in Q4 2025. 4,297 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • McMill Wealth Management held 542 shares of Tesla worth $228K as of Q2 2026.
  • Tesla was a new McMill Wealth Management position in Q2 2026.
  • Tesla made up 0.05% of McMill Wealth Management's portfolio in Q2 2026, its #55 holding.
  • McMill Wealth Management first reported a position in Tesla in Q3 2025 and has held it in 3 quarters since.
  • McMill Wealth Management's Tesla position peaked at $237K in Q4 2025.
  • 4,297 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on McMill Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.