Paragon Private Wealth Management’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
$4.31M Buy
10,247
+64
+0.6% +$25.5K 1.13% 18
2026
Q1
$3.79M Buy
10,183
+657
+7% +$271K 1.18% 15
2025
Q4
$4.28M Buy
9,526
+1,947
+26% +$863K 1.32% 14
2025
Q3
$3.37M Buy
7,579
+1,399
+23% +$485K 1.1% 16
2025
Q2
$1.96M Buy
6,180
+1,045
+20% +$315K 0.78% 34
2025
Q1
$1.33M Buy
5,135
+188
+4% +$62.7K 0.62% 48
2024
Q4
$2M Buy
4,947
+810
+20% +$261K 0.92% 30
2024
Q3
$1.08M Buy
4,137
+417
+11% +$95.1K 0.54% 54
2024
Q2
$736K Buy
3,720
+148
+4% +$25.9K 0.42% 69
2024
Q1
$628K Buy
3,572
+282
+9% +$55.1K 0.37% 78
2023
Q4
$817K Buy
3,290
+434
+15% +$103K 0.57% 63
2023
Q3
$715K Buy
2,856
+53
+2% +$13.6K 0.59% 58
2023
Q2
$734K Buy
2,803
+74
+3% +$14.8K 0.58% 61
2023
Q1
$566K Buy
2,729
+107
+4% +$18.7K 0.48% 66
2022
Q4
$323K Buy
2,622
+253
+11% +$47.9K 0.29% 93
2022
Q3
$527K Buy
2,369
+191
+9% +$53.3K 0.51% 61
2022
Q2
$489K Hold
2,178
0.52% 59
2022
Q1
$519K Buy
2,178
+222
+11% +$69.1K 0.51% 62
2021
Q4
$689K Buy
+1,956
New +$656K 0.61% 51

Other funds holding TSLA

Paragon Private Wealth Management's TSLA Position: Q2 2026 in Review

Paragon Private Wealth Management increased its Tesla (TSLA) stake by 0.63% in Q2 2026, buying an estimated $25.5K and bringing the position to 10,247 shares worth $4.31M. The position accounts for 1.13% of the portfolio, ranked #18.

Paragon Private Wealth Management first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. 2,001 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Paragon Private Wealth Management held 10,247 shares of Tesla worth $4.31M as of Q2 2026.
  • Paragon Private Wealth Management bought 64 Tesla shares in Q2 2026, an estimated $25.5K.
  • Tesla made up 1.13% of Paragon Private Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Paragon Private Wealth Management first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • 2,001 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.