MWM
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Modern Wealth Management’s Tesla TSLA Stock Holding History

Modern 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 		$14.9M Buy
35,452
+4,395
+14% +$1.75M 0.18% 136
2026
Q1 		$11.8M Buy
31,057
+2,984
+11% +$1.23M 0.2% 125
2025
Q4 		$12.6M Buy
28,073
+3,122
+13% +$1.38M 0.23% 110
2025
Q3 		$11.1M Buy
24,951
+4,451
+22% +$1.54M 0.22% 115
2025
Q2 		$6.51M Buy
20,500
+5,457
+36% +$1.64M 0.16% 138
2025
Q1 		$3.9M Buy
15,043
+5,557
+59% +$1.85M 0.12% 146
2024
Q4 		$3.83M Buy
9,486
+791
+9% +$254K 0.14% 131
2024
Q3 		$2.27M Buy
8,695
+745
+9% +$170K 0.14% 100
2024
Q2 		$1.57M Buy
7,950
+94
+1% +$16.4K 0.12% 106
2024
Q1 		$1.38M Buy
7,856
+657
+9% +$128K 0.13% 97
2023
Q4 		$1.79M Buy
+7,199
New +$1.71M 0.23% 43

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

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

Modern Wealth Management increased its Tesla (TSLA) stake by 14% in Q2 2026, buying an estimated $1.75M and bringing the position to 35,452 shares worth $14.9M. The position accounts for 0.18% of the portfolio, ranked #136.

Modern Wealth Management first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Modern Wealth Management held 35,452 shares of Tesla worth $14.9M as of Q2 2026.
  • Modern Wealth Management bought 4,395 Tesla shares in Q2 2026, an estimated $1.75M.
  • Tesla made up 0.18% of Modern Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Modern Wealth Management first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.