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National Wealth Management Group’s Tesla TSLA Stock Holding History

National Wealth Management Group’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 		$3.77M Buy
8,963
+396
+5% +$157K 1.17% 22
2026
Q1 		$3.18M Sell
8,567
-721
-8% -$297K 1.19% 22
2025
Q4 		$4.18M Sell
9,288
-83
-0.9% -$36.8K 1.45% 17
2025
Q3 		$4.17M Buy
9,371
+924
+11% +$320K 1.57% 16
2025
Q2 		$2.68M Buy
8,447
+1,761
+26% +$531K 1.5% 18
2025
Q1 		$1.73M Buy
6,686
+216
+3% +$72K 1.14% 22
2024
Q4 		$2.61M Buy
6,470
+1,545
+31% +$497K 1.74% 15
2024
Q3 		$1.29M Buy
4,925
+2,371
+93% +$541K 0.87% 29
2024
Q2 		$505K Sell
2,554
-5,708
-69% -$998K 0.39% 63
2024
Q1 		$1.45M Sell
8,262
-918
-10% -$179K 1.13% 25
2023
Q4 		$2.28M Buy
9,180
+1,268
+16% +$301K 2.21% 9
2023
Q3 		$1.98M Buy
7,912
+84
+1% +$21.6K 2.15% 11
2023
Q2 		$1.95M Buy
7,828
+2,182
+39% +$436K 2.03% 11
2023
Q1 		$948K Buy
5,646
+1,783
+46% +$311K 1.08% 28
2022
Q4 		$476K Buy
3,863
+661
+21% +$125K 0.57% 49
2022
Q3 		$849K Sell
3,202
-827
-21% -$231K 1.1% 21
2022
Q2 		$904K Buy
4,029
+1,320
+49% +$360K 1.14% 21
2022
Q1 		$973K Buy
2,709
+18
+0.7% +$5.61K 0.94% 30
2021
Q4 		$948K Buy
+2,691
New +$903K 0.89% 31

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

National Wealth Management Group's TSLA Position: Q2 2026 in Review

National Wealth Management Group increased its Tesla (TSLA) stake by 4.6% in Q2 2026, buying an estimated $157K and bringing the position to 8,963 shares worth $3.77M. The position accounts for 1.17% of the portfolio, ranked #22.

National Wealth Management Group first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.18M in Q4 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • National Wealth Management Group held 8,963 shares of Tesla worth $3.77M as of Q2 2026.
  • National Wealth Management Group bought 396 Tesla shares in Q2 2026, an estimated $157K.
  • Tesla made up 1.17% of National Wealth Management Group's portfolio in Q2 2026, its #22 holding.
  • National Wealth Management Group first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • National Wealth Management Group's Tesla position peaked at $4.18M in Q4 2025.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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