Private Wealth Management Group’s Tesla TSLA Stock Holding History

Private Wealth Management Group’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	$185K	Hold	441	–	–	0.04%	119
2026 Q1	$164K	Hold	441	–	–	0.04%	96
2025 Q4	$198K	Hold	441	–	–	0.05%	87
2025 Q3	$196K	Sell	441 -8	-2%	-$2.77K	0.05%	87
2025 Q2	$143K	Buy	449 +15	+3%	+$4.52K	0.05%	100
2025 Q1	$112K	Buy	434 +232	+115%	+$77.3K	0.04%	107
2024 Q4	$81.5K	Buy	202 +2	+1%	+$643	0.03%	130
2024 Q3	$52.3K	Buy	200 +17	+9%	+$3.88K	0.02%	157
2024 Q2	$36.2K	Sell	183 -302	-62%	-$52.8K	0.02%	188
2024 Q1	$85.2K	Buy	485 +13	+3%	+$2.54K	0.04%	107
2023 Q4	$117K	Buy	+472	New	+$112K	0.06%	87

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Private Wealth Management Group held its Tesla (TSLA) position steady in Q2 2026 at 441 shares worth $185K. The position accounts for 0.04% of the portfolio, ranked #119.

Private Wealth Management Group first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $198K in Q4 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Private Wealth Management Group held 441 shares of Tesla worth $185K as of Q2 2026.
Private Wealth Management Group left its Tesla share count unchanged in Q2 2026.
Tesla made up 0.04% of Private Wealth Management Group's portfolio in Q2 2026, its #119 holding.
Private Wealth Management Group first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Tesla position peaked at $198K in Q4 2025.
4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.