PWM
TSLA icon

Palumbo Wealth Management’s Tesla TSLA Stock Holding History

Palumbo 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 		$1.13M Sell
2,676
-45
-2% -$17.9K 0.24% 73
2026
Q1 		$1.01M Buy
2,721
+194
+8% +$79.9K 0.25% 69
2025
Q4 		$1.14M Buy
2,527
+1,175
+87% +$521K 0.28% 68
2025
Q3 		$214K Sell
1,352
-60
-4% -$20.8K 0.07% 168
2025
Q2 		$449K Sell
1,412
-989
-41% -$298K 0.14% 114
2025
Q1 		$622K Buy
2,401
+1,130
+89% +$377K 0.21% 76
2024
Q4 		$513K Sell
1,271
-12
-0.9% -$3.86K 0.19% 82
2024
Q3 		$336K Sell
1,283
-9
-0.7% -$2.05K 0.13% 109
2024
Q2 		$256K Buy
1,292
+80
+7% +$14K 0.11% 114
2024
Q1 		$213K Buy
1,212
+50
+4% +$9.77K 0.1% 117
2023
Q4 		$289K Buy
+1,162
New +$276K 0.15% 101

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

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

Palumbo Wealth Management reduced its Tesla (TSLA) stake by 1.7% in Q2 2026, selling an estimated $17.9K and leaving 2,676 shares worth $1.13M. The position accounts for 0.24% of the portfolio, ranked #73.

Palumbo Wealth Management first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.14M in Q4 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Palumbo Wealth Management held 2,676 shares of Tesla worth $1.13M as of Q2 2026.
  • Palumbo Wealth Management sold 45 Tesla shares in Q2 2026, an estimated $17.9K.
  • Tesla made up 0.24% of Palumbo Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Palumbo Wealth Management first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
  • Palumbo Wealth Management's Tesla position peaked at $1.14M in Q4 2025.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.