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Peterson Wealth Services’s Tesla TSLA Stock Holding History

Peterson Wealth Services’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 		$18.2M Sell
43,340
-496
-1% -$197K 3.97% 5
2026
Q1 		$16.3M Buy
43,836
+644
+1% +$265K 4.03% 5
2025
Q4 		$19.4M Buy
43,192
+43,042
+28,695% +$19.1M 4.97% 4
2025
Q3 		$20M Sell
150
-44,874
-100% -$15.6M 4.94% 4
2025
Q2 		$14.3M Buy
45,024
+8,410
+23% +$2.53M 3.92% 5
2025
Q1 		$9.49M Sell
36,614
-15,478
-30% -$5.16M 2.94% 7
2024
Q4 		$21M Buy
52,092
+10,370
+25% +$3.34M 6.32% 3
2024
Q3 		$10.9M Buy
41,722
+687
+2% +$157K 3.49% 5
2024
Q2 		$8.12M Buy
41,035
+659
+2% +$115K 2.84% 8
2024
Q1 		$7.1M Sell
40,376
-6,730
-14% -$1.31M 2.58% 9
2023
Q4 		$11.7M Buy
+47,106
New +$11.2M 5.02% 3
2023
Q3 		– Sell
-49,898
Closed -$13.1M – 86
2023
Q2 		$13.1M Buy
49,898
+831
+2% +$166K 6.27% 3
2023
Q1 		$10.2M Buy
49,067
+32,131
+190% +$5.61M 5.23% 3
2022
Q4 		$2.09M Buy
16,936
+1,105
+7% +$209K 1.19% 28
2022
Q3 		$4.2M Buy
15,831
+972
+7% +$271K 2.98% 5
2022
Q2 		$3.33M Buy
14,859
+2,340
+19% +$639K 2.4% 10
2022
Q1 		$4.5M Buy
12,519
+1,686
+16% +$525K 2.76% 8
2021
Q4 		$3.82M Buy
+10,833
New +$3.63M 2.53% 8

Other funds holding TSLA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Peterson Wealth Services's TSLA Position: Q2 2026 in Review

Peterson Wealth Services reduced its Tesla (TSLA) stake by 1.1% in Q2 2026, selling an estimated $197K and leaving 43,340 shares worth $18.2M. The position accounts for 3.97% of the portfolio, ranked #5.

Peterson Wealth Services first reported a position in TSLA in Q4 2021 and has held it in 18 quarters since. The position peaked at $21M in Q4 2024. 2,101 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Peterson Wealth Services held 43,340 shares of Tesla worth $18.2M as of Q2 2026.
  • Peterson Wealth Services sold 496 Tesla shares in Q2 2026, an estimated $197K.
  • Tesla made up 3.97% of Peterson Wealth Services's portfolio in Q2 2026, its #5 holding.
  • Peterson Wealth Services first reported a position in Tesla in Q4 2021 and has held it in 18 quarters since.
  • Peterson Wealth Services's Tesla position peaked at $21M in Q4 2024.
  • 2,101 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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