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Obermeyer Wealth Partners’s Tesla TSLA Stock Holding History

Obermeyer Wealth Partners’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 		$1,000K Buy
2,377
+130
+6% +$51.7K 0.04% 119
2026
Q1 		$835K Buy
2,247
+2
+0.1% +$824 0.04% 129
2025
Q4 		$1.01M Sell
2,245
-4
-0.2% -$1.77K 0.05% 112
2025
Q3 		$1,000K Buy
2,249
+421
+23% +$146K 0.05% 108
2025
Q2 		$581K Buy
1,828
+475
+35% +$143K 0.03% 144
2025
Q1 		$351K Buy
1,353
+84
+7% +$28K 0.02% 183
2024
Q4 		$512K Buy
1,269
+52
+4% +$16.7K 0.03% 147
2024
Q3 		$318K Buy
1,217
+35
+3% +$7.98K 0.02% 198
2024
Q2 		$234K Sell
1,182
-5
-0.4% -$874 0.01% 216
2024
Q1 		$209K Buy
1,187
+104
+10% +$20.3K 0.01% 242
2023
Q4 		$269K Sell
1,083
-25
-2% -$5.94K 0.02% 184
2023
Q3 		$277K Sell
1,108
-789
-42% -$203K 0.02% 167
2023
Q2 		$497K Buy
1,897
+720
+61% +$144K 0.04% 119
2023
Q1 		$244K Buy
+1,177
New +$205K 0.02% 186
2022
Q4 		– Sell
-2,561
Closed -$679K – 238
2022
Q3 		$679K Buy
2,561
+89
+4% +$24.9K 0.06% 84
2022
Q2 		$555K Buy
2,472
+204
+9% +$55.7K 0.04% 105
2022
Q1 		$815K Buy
2,268
+27
+1% +$8.41K 0.05% 89
2021
Q4 		$789K Sell
2,241
-2,421
-52% -$812K 0.04% 92
2021
Q3 		$1.21M Hold
4,662
– – 0.07% 65
2021
Q2 		$1.06M Sell
4,662
-345
-7% -$74.9K 0.06% 75
2021
Q1 		$1.11M Sell
5,007
-1,101
-18% -$276K 0.07% 68
2020
Q4 		$1.44M Sell
6,108
-1,812
-23% -$309K 0.1% 54
2020
Q3 		$1.13M Sell
7,920
-15
-0.2% -$1.77K 0.08% 55
2020
Q2 		$571K Sell
7,935
-60
-0.8% -$3.25K 0.05% 70
2020
Q1 		$279K Buy
7,995
+495
+7% +$20.5K 0.03% 94
2019
Q4 		$209K Buy
+7,500
New +$163K 0.02% 125

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

Obermeyer Wealth Partners's TSLA Position: Q2 2026 in Review

Obermeyer Wealth Partners increased its Tesla (TSLA) stake by 5.8% in Q2 2026, buying an estimated $51.7K and bringing the position to 2,377 shares worth $1,000K. The position accounts for 0.04% of the portfolio, ranked #119.

Obermeyer Wealth Partners first reported a position in TSLA in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.44M in Q4 2020. 4,307 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Obermeyer Wealth Partners held 2,377 shares of Tesla worth $1,000K as of Q2 2026.
  • Obermeyer Wealth Partners bought 130 Tesla shares in Q2 2026, an estimated $51.7K.
  • Tesla made up 0.04% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #119 holding.
  • Obermeyer Wealth Partners first reported a position in Tesla in Q4 2019 and has held it in 26 quarters since.
  • Obermeyer Wealth Partners's Tesla position peaked at $1.44M in Q4 2020.
  • 4,307 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.