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McNaughton Wealth Management’s Tesla TSLA Stock Holding History

McNaughton 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 		$1.96M Buy
4,660
+535
+13% +$213K 0.7% 42
2026
Q1 		$1.53M Buy
4,125
+467
+13% +$192K 0.63% 46
2025
Q4 		$1.65M Buy
3,658
+173
+5% +$76.7K 0.68% 44
2025
Q3 		$1.55M Sell
3,485
-112
-3% -$38.8K 0.65% 47
2025
Q2 		$1.14M Sell
3,597
-141
-4% -$42.5K 0.51% 51
2025
Q1 		$969K Sell
3,738
-245
-6% -$81.7K 0.47% 50
2024
Q4 		$1.61M Sell
3,983
-100
-2% -$32.2K 0.78% 29
2024
Q3 		$1.07M Sell
4,083
-287
-7% -$65.5K 0.52% 40
2024
Q2 		$865K Buy
4,370
+961
+28% +$168K 0.46% 41
2024
Q1 		$599K Buy
3,409
+300
+10% +$58.6K 0.33% 43
2023
Q4 		$773K Buy
3,109
+91
+3% +$21.6K 0.46% 41
2023
Q3 		$755K Sell
3,018
-215
-7% -$55.2K 0.5% 39
2023
Q2 		$846K Buy
3,233
+91
+3% +$18.2K 0.54% 40
2023
Q1 		$652K Buy
3,142
+237
+8% +$41.3K 0.43% 38
2022
Q4 		$358K Buy
2,905
+566
+24% +$107K 0.24% 47
2022
Q3 		$620K Sell
2,339
-37
-2% -$10.3K 0.46% 35
2022
Q2 		$533K Buy
2,376
+834
+54% +$228K 0.38% 41
2022
Q1 		$554K Buy
1,542
+105
+7% +$32.7K 0.36% 35
2021
Q4 		$492K Sell
1,437
-75
-5% -$25.2K 0.32% 35
2021
Q3 		$391K Buy
1,512
+114
+8% +$26.8K 0.28% 36
2021
Q2 		$317K Buy
1,398
+495
+55% +$107K 0.22% 41
2021
Q1 		$201K Buy
+903
New +$227K 0.15% 50

Other funds holding TSLA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
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
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

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

McNaughton Wealth Management increased its Tesla (TSLA) stake by 13% in Q2 2026, buying an estimated $213K and bringing the position to 4,660 shares worth $1.96M. The position accounts for 0.7% of the portfolio, ranked #42.

McNaughton Wealth Management first reported a position in TSLA in Q1 2021 and has held it in 22 quarters since. 1,986 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • McNaughton Wealth Management held 4,660 shares of Tesla worth $1.96M as of Q2 2026.
  • McNaughton Wealth Management bought 535 Tesla shares in Q2 2026, an estimated $213K.
  • Tesla made up 0.7% of McNaughton Wealth Management's portfolio in Q2 2026, its #42 holding.
  • McNaughton Wealth Management first reported a position in Tesla in Q1 2021 and has held it in 22 quarters since.
  • 1,986 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.