MinichMacGregor Wealth Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.11M Buy
2,641
+1
+0% +$398 0.17% 57
2026
Q1
$981K Sell
2,640
-138
-5% -$56.9K 0.17% 53
2025
Q4
$1.25M Sell
2,778
-205
-7% -$90.9K 0.23% 52
2025
Q3
$1.33M Buy
2,983
+374
+14% +$130K 0.26% 50
2025
Q2
$829K Sell
2,609
-348
-12% -$105K 0.18% 55
2025
Q1
$766K Sell
2,957
-1,594
-35% -$531K 0.17% 56
2024
Q4
$1.84M Buy
4,551
+586
+15% +$189K 0.38% 49
2024
Q3
$1.04M Sell
3,965
-60
-1% -$13.7K 0.22% 52
2024
Q2
$796K Buy
4,025
+57
+1% +$9.96K 0.19% 53
2024
Q1
$695K Buy
3,968
+21
+0.5% +$4.1K 0.18% 59
2023
Q4
$981K Sell
3,947
-395
-9% -$93.9K 0.28% 43
2023
Q3
$1.09M Buy
4,342
+75
+2% +$19.3K 0.36% 50
2023
Q2
$1.12M Sell
4,267
-19
-0.4% -$3.8K 0.35% 49
2023
Q1
$889K Buy
4,286
+230
+6% +$40.1K 0.29% 48
2022
Q4
$500K Buy
4,056
+559
+16% +$106K 0.18% 50
2022
Q3
$927K Buy
3,497
+122
+4% +$34.1K 0.37% 46
2022
Q2
$757K Buy
3,375
+30
+0.9% +$8.19K 0.31% 42
2022
Q1
$1.2M Sell
3,345
-162
-5% -$50.5K 0.38% 48
2021
Q4
$1.24M Buy
3,507
+873
+33% +$293K 0.38% 47
2021
Q3
$680K Buy
2,634
+303
+13% +$71.3K 0.23% 49
2021
Q2
$528K Sell
2,331
-270
-10% -$58.6K 0.19% 52
2021
Q1
$578K Buy
2,601
+540
+26% +$136K 0.22% 52
2020
Q4
$486K Buy
2,061
+315
+18% +$53.8K 0.2% 54
2020
Q3
$249K Buy
+1,746
New +$206K 0.12% 52
2018
Q4
Sell
-750
Closed -$15K 483
2018
Q3
$15K Hold
750
0.01% 263
2018
Q2
$16K Sell
750
-15
-2% -$305 0.01% 237
2018
Q1
$13K Buy
765
+15
+2% +$330 0.01% 272
2017
Q4
$15K Hold
750
0.01% 247
2017
Q3
$17K Hold
750
0.01% 215
2017
Q2
$18K Hold
750
0.02% 207
2017
Q1
$13K Sell
750
-690
-48% -$11.7K 0.01% 240
2016
Q4
$20K Buy
1,440
+75
+5% +$986 0.02% 182
2016
Q3
$18K Buy
1,365
+630
+86% +$9.1K 0.02% 196
2016
Q2
$10K Buy
735
+420
+133% +$6.36K 0.01% 260
2016
Q1
$4K Buy
315
+60
+24% +$789 ﹤0.01% 331
2015
Q4
$4K Buy
+255
New +$3.82K ﹤0.01% 301

Other funds holding TSLA

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

MinichMacGregor Wealth Management increased its Tesla (TSLA) stake by 0.04% in Q2 2026, buying an estimated $398 and bringing the position to 2,641 shares worth $1.11M. The position accounts for 0.17% of the portfolio, ranked #57.

MinichMacGregor Wealth Management first reported a position in TSLA in Q4 2015 and has held it in 36 quarters since. The position peaked at $1.84M in Q4 2024. 1,997 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • MinichMacGregor Wealth Management held 2,641 shares of Tesla worth $1.11M as of Q2 2026.
  • MinichMacGregor Wealth Management bought 1 Tesla share in Q2 2026, an estimated $398.
  • Tesla made up 0.17% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #57 holding.
  • MinichMacGregor Wealth Management first reported a position in Tesla in Q4 2015 and has held it in 36 quarters since.
  • MinichMacGregor Wealth Management's Tesla position peaked at $1.84M in Q4 2024.
  • 1,997 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.