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Private Wealth Asset Management’s Tesla TSLA Stock Holding History

Private Wealth Asset 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 		$616K Sell
1,464
-359
-20% -$143K 0.06% 169
2026
Q1 		$678K Sell
1,823
-814
-31% -$335K 0.07% 149
2025
Q4 		$1.19M Buy
2,637
+866
+49% +$384K 0.13% 115
2025
Q3 		$788K Buy
1,771
+17
+1% +$5.9K 0.09% 129
2025
Q2 		$557K Buy
1,754
+422
+32% +$127K 0.07% 150
2025
Q1 		$345K Buy
+1,332
New +$444K 0.05% 179

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

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

Private Wealth Asset Management reduced its Tesla (TSLA) stake by 20% in Q2 2026, selling an estimated $143K and leaving 1,464 shares worth $616K. The position accounts for 0.06% of the portfolio, ranked #169.

Private Wealth Asset Management first reported a position in TSLA in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.19M in Q4 2025. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Private Wealth Asset Management held 1,464 shares of Tesla worth $616K as of Q2 2026.
  • Private Wealth Asset Management sold 359 Tesla shares in Q2 2026, an estimated $143K.
  • Tesla made up 0.06% of Private Wealth Asset Management's portfolio in Q2 2026, its #169 holding.
  • Private Wealth Asset Management first reported a position in Tesla in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Tesla position peaked at $1.19M in Q4 2025.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.