NWM
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Northwest Wealth Management’s Tesla TSLA Stock Holding History

Northwest 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 		$7.45M Buy
17,713
+1,051
+6% +$418K 0.98% 22
2026
Q1 		$6.19M Buy
16,662
+4,755
+40% +$1.96M 0.93% 24
2025
Q4 		$5.35M Buy
11,907
+1,230
+12% +$545K 0.84% 27
2025
Q3 		$4.75M Buy
10,677
+152
+1% +$52.7K 0.78% 31
2025
Q2 		$3.34M Buy
10,525
+108
+1% +$32.5K 0.6% 36
2025
Q1 		$2.7M Buy
10,417
+510
+5% +$170K 0.54% 41
2024
Q4 		$4M Buy
9,907
+382
+4% +$123K 0.85% 30
2024
Q3 		$2.49M Sell
9,525
-480
-5% -$109K 0.58% 43
2024
Q2 		$1.98M Buy
10,005
+4
+0% +$699 0.51% 43
2024
Q1 		$1.76M Sell
10,001
-6
-0.1% -$1.17K 0.48% 44
2023
Q4 		$2.49M Buy
10,007
+142
+1% +$33.7K 0.75% 34
2023
Q3 		$2.47M Sell
9,865
-8
-0.1% -$2.06K 0.89% 30
2023
Q2 		$2.58M Sell
9,873
-91
-0.9% -$18.2K 0.94% 30
2023
Q1 		$2.07M Buy
9,964
+287
+3% +$50.1K 0.79% 37
2022
Q4 		$1.19M Buy
9,677
+1,992
+26% +$377K 0.51% 51
2022
Q3 		$2.04M Buy
7,685
+233
+3% +$65.1K 0.9% 39
2022
Q2 		$1.67M Buy
7,452
+669
+10% +$183K 0.73% 42
2022
Q1 		$2.44M Buy
6,783
+24
+0.4% +$7.47K 1.19% 28
2021
Q4 		$2.38M Sell
6,759
-15
-0.2% -$5.03K 1.11% 26
2021
Q3 		$1.75M Buy
6,774
+903
+15% +$213K 0.87% 33
2021
Q2 		$1.33M Sell
5,871
-129
-2% -$28K 0.7% 40
2021
Q1 		$1.34M Sell
6,000
-114
-2% -$28.6K 0.84% 35
2020
Q4 		$1.44M Sell
6,114
-330
-5% -$56.3K 0.99% 30
2020
Q3 		$922K Buy
6,444
+1,494
+30% +$176K 0.76% 38
2020
Q2 		$356K Buy
+4,950
New +$268K 0.31% 68
2018
Q3 		– Sell
-4,500
Closed -$103K – 536
2018
Q2 		$103K Buy
+4,500
New +$91.5K 0.08% 147

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

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

Northwest Wealth Management increased its Tesla (TSLA) stake by 6.3% in Q2 2026, buying an estimated $418K and bringing the position to 17,713 shares worth $7.45M. The position accounts for 0.98% of the portfolio, ranked #22.

Northwest Wealth Management first reported a position in TSLA in Q2 2018 and has held it in 26 quarters since. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Northwest Wealth Management held 17,713 shares of Tesla worth $7.45M as of Q2 2026.
  • Northwest Wealth Management bought 1,051 Tesla shares in Q2 2026, an estimated $418K.
  • Tesla made up 0.98% of Northwest Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Northwest Wealth Management first reported a position in Tesla in Q2 2018 and has held it in 26 quarters since.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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