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Perfromance Wealth Partners’s Tesla TSLA Stock Holding History

Perfromance 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 		$5.59M Sell
13,298
-378
-3% -$150K 0.14% 35
2026
Q1 		$5.08M Buy
13,676
+156
+1% +$64.3K 0.15% 32
2025
Q4 		$6.08M Buy
13,520
+2,082
+18% +$923K 0.16% 28
2025
Q3 		$5.09M Buy
11,438
+101
+0.9% +$35K 0.14% 30
2025
Q2 		$3.6M Sell
11,337
-239
-2% -$72K 0.12% 33
2025
Q1 		$3M Buy
11,576
+242
+2% +$80.7K 0.11% 33
2024
Q4 		$4.58M Buy
11,334
+340
+3% +$109K 0.15% 29
2024
Q3 		$2.88M Buy
10,994
+368
+3% +$83.9K 0.1% 34
2024
Q2 		$2.1M Sell
10,626
-5,184
-33% -$906K 0.08% 40
2024
Q1 		$2.78M Sell
15,810
-291
-2% -$56.9K 0.12% 43
2023
Q4 		$4M Sell
16,101
-1,075
-6% -$255K 0.18% 44
2023
Q3 		$4.3M Buy
17,176
+4,300
+33% +$1.1M 0.21% 40
2023
Q2 		$3.64M Buy
12,876
+29
+0.2% +$5.8K 0.17% 44
2023
Q1 		$2.67M Buy
12,847
+716
+6% +$125K 0.14% 52
2022
Q4 		$1.49M Sell
12,131
-85,147
-88% -$16.1M 0.09% 59
2022
Q3 		$25.8M Sell
97,278
-3,330
-3% -$930K 1.49% 12
2022
Q2 		$22.6M Sell
100,608
-3,237
-3% -$884K 1.27% 15
2022
Q1 		$37.3M Sell
103,845
-8,181
-7% -$2.55M 1.63% 12
2021
Q4 		$39.5M Buy
+112,026
New +$37.6M 1.59% 13

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

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

Perfromance Wealth Partners reduced its Tesla (TSLA) stake by 2.8% in Q2 2026, selling an estimated $150K and leaving 13,298 shares worth $5.59M. The position accounts for 0.14% of the portfolio, ranked #35.

Perfromance Wealth Partners first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $39.5M in Q4 2021. 4,307 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Perfromance Wealth Partners held 13,298 shares of Tesla worth $5.59M as of Q2 2026.
  • Perfromance Wealth Partners sold 378 Tesla shares in Q2 2026, an estimated $150K.
  • Tesla made up 0.14% of Perfromance Wealth Partners's portfolio in Q2 2026, its #35 holding.
  • Perfromance Wealth Partners first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • Perfromance Wealth Partners's Tesla position peaked at $39.5M in Q4 2021.
  • 4,307 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.