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Private Wealth Partners’s Tesla TSLA Stock Holding History

Private 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 		$3.49M Sell
8,306
-498
-6% -$198K 0.25% 55
2026
Q1 		$3.27M Buy
8,804
+2,664
+43% +$1.1M 0.25% 53
2025
Q4 		$2.76M Sell
6,140
-6
-0.1% -$2.66K 0.2% 61
2025
Q3 		$2.73M Buy
6,146
+51
+0.8% +$17.7K 0.19% 63
2025
Q2 		$1.94M Sell
6,095
-21
-0.3% -$6.33K 0.15% 66
2025
Q1 		$1.59M Sell
6,116
-2,154
-26% -$718K 0.13% 75
2024
Q4 		$3.34M Sell
8,270
-242
-3% -$77.9K 0.26% 56
2024
Q3 		$2.23M Sell
8,512
-91
-1% -$20.8K 0.18% 63
2024
Q2 		$1.7M Sell
8,603
-2,659
-24% -$465K 0.13% 71
2024
Q1 		$1.98M Buy
11,262
+295
+3% +$57.6K 0.16% 62
2023
Q4 		$2.73M Buy
10,967
+4,017
+58% +$955K 0.23% 49
2023
Q3 		$1.74M Sell
6,950
-5
-0.1% -$1.28K 0.17% 56
2023
Q2 		$1.82M Buy
6,955
+46
+0.7% +$9.2K 0.17% 59
2023
Q1 		$1.43M Buy
+6,909
New +$1.21M 0.14% 61
2021
Q1 		– Sell
-924
Closed -$217K – 111
2020
Q4 		$217K Buy
+924
New +$158K 0.02% 112

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 $3.38T AUM 44.17% 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 Partners's TSLA Position: Q2 2026 in Review

Private Wealth Partners reduced its Tesla (TSLA) stake by 5.7% in Q2 2026, selling an estimated $198K and leaving 8,306 shares worth $3.49M. The position accounts for 0.25% of the portfolio, ranked #55.

Private Wealth Partners first reported a position in TSLA in Q4 2020 and has held it in 15 quarters since. 4,317 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Private Wealth Partners held 8,306 shares of Tesla worth $3.49M as of Q2 2026.
  • Private Wealth Partners sold 498 Tesla shares in Q2 2026, an estimated $198K.
  • Tesla made up 0.25% of Private Wealth Partners's portfolio in Q2 2026, its #55 holding.
  • Private Wealth Partners first reported a position in Tesla in Q4 2020 and has held it in 15 quarters since.
  • 4,317 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.