One Wealth Management Investment & Advisory Services’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
$2.67M Sell
6,352
-225
-3% -$89.5K 2.8% 13
2026
Q1
$2.44M Buy
6,577
+244
+4% +$101K 2.95% 13
2025
Q4
$2.85M Buy
6,333
+296
+5% +$131K 3.11% 10
2025
Q3
$2.68M Buy
6,037
+343
+6% +$119K 3.12% 12
2025
Q2
$1.81M Sell
5,694
-39
-0.7% -$11.8K 2.33% 13
2025
Q1
$1.49M Buy
5,733
+513
+10% +$171K 2.46% 11
2024
Q4
$2.11M Buy
5,220
+141
+3% +$45.4K 3.34% 9
2024
Q3
$1.33M Sell
5,079
-1,230
-19% -$281K 2.33% 10
2024
Q2
$1.25M Buy
6,309
+283
+5% +$49.5K 0.5% 33
2024
Q1
$1.06M Sell
6,026
-752
-11% -$147K 0.43% 40
2023
Q4
$1.68M Buy
+6,778
New +$1.61M 0.75% 25

Other funds holding TSLA

One Wealth Management Investment & Advisory Services's TSLA Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services reduced its Tesla (TSLA) stake by 3.4% in Q2 2026, selling an estimated $89.5K and leaving 6,352 shares worth $2.67M. The position accounts for 2.8% of the portfolio, ranked #13.

One Wealth Management Investment & Advisory Services first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.85M in Q4 2025. 1,581 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • One Wealth Management Investment & Advisory Services held 6,352 shares of Tesla worth $2.67M as of Q2 2026.
  • One Wealth Management Investment & Advisory Services sold 225 Tesla shares in Q2 2026, an estimated $89.5K.
  • Tesla made up 2.8% of One Wealth Management Investment & Advisory Services's portfolio in Q2 2026, its #13 holding.
  • One Wealth Management Investment & Advisory Services first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
  • One Wealth Management Investment & Advisory Services's Tesla position peaked at $2.85M in Q4 2025.
  • 1,581 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.