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ORG Wealth Partners’s Tesla TSLA Stock Holding History

ORG 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 		$4.31M Buy
10,249
+2,217
+28% +$882K 0.65% 21
2026
Q1 		$2.99M Buy
8,032
+591
+8% +$243K 0.59% 22
2025
Q4 		$3.35M Buy
7,441
+148
+2% +$65.6K 0.79% 20
2025
Q3 		$3.24M Buy
7,293
+264
+4% +$91.6K 0.69% 21
2025
Q2 		$2.11M Buy
7,029
+2,234
+47% +$673K 0.51% 21
2025
Q1 		$1.29M Buy
4,795
+3,696
+336% +$1.23M 0.4% 47
2024
Q4 		$444K Sell
1,099
-5
-0.5% -$1.61K 0.14% 74
2024
Q3 		$289K Buy
+1,104
New +$252K 0.1% 97

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

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

ORG Wealth Partners increased its Tesla (TSLA) stake by 28% in Q2 2026, buying an estimated $882K and bringing the position to 10,249 shares worth $4.31M. The position accounts for 0.65% of the portfolio, ranked #21.

ORG Wealth Partners first reported a position in TSLA in Q3 2024 and has held it in 8 quarters since. 4,286 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • ORG Wealth Partners held 10,249 shares of Tesla worth $4.31M as of Q2 2026.
  • ORG Wealth Partners bought 2,217 Tesla shares in Q2 2026, an estimated $882K.
  • Tesla made up 0.65% of ORG Wealth Partners's portfolio in Q2 2026, its #21 holding.
  • ORG Wealth Partners first reported a position in Tesla in Q3 2024 and has held it in 8 quarters since.
  • 4,286 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.