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Perigon Wealth Management’s Tesla TSLA Stock Holding History

Perigon 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
2025
Q4 		– Hold
0
– -$1.15M – 1366
2025
Q3 		– Hold
0
– – – 471
2025
Q1 		– Hold
0
– -$597K – 1096
2024
Q4 		– Hold
0
– – – 585

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

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

Perigon Wealth Management increased its Tesla (TSLA) stake by 1.2% in Q2 2026, buying an estimated $512K and bringing the position to 107,200 shares worth $45.1M. The position accounts for 0.71% of the portfolio, ranked #21.

Perigon Wealth Management first reported a position in TSLA in Q2 2014 and has held it in 49 quarters since. The position peaked at $47.2M in Q4 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Perigon Wealth Management held 107,200 shares of Tesla worth $45.1M as of Q2 2026.
  • Perigon Wealth Management bought 1,288 Tesla shares in Q2 2026, an estimated $512K.
  • Tesla made up 0.71% of Perigon Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Perigon Wealth Management first reported a position in Tesla in Q2 2014 and has held it in 49 quarters since.
  • Perigon Wealth Management's Tesla position peaked at $47.2M in Q4 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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