RF&L Wealth Management’s Tesla TSLA Stock Holding History

RF&L 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
2026 Q2	$229K	Sell	545 -10	-2%	-$3.98K	0.16%	49
2026 Q1	$206K	Sell	555 -597	-52%	-$246K	0.15%	52
2025 Q4	$518K	Sell	1,152 -9	-0.8%	-$3.99K	0.29%	49
2025 Q3	$516K	Buy	1,161 +46	+4%	+$16K	0.3%	46
2025 Q2	$354K	Sell	1,115 -15	-1%	-$4.52K	0.23%	50
2025 Q1	$293K	Sell	1,130 -20	-2%	-$6.67K	0.21%	49
2024 Q4	$464K	Hold	1,150	–	–	0.33%	41
2024 Q3	$301K	Hold	1,150	–	–	0.21%	50
2024 Q2	$228K	Sell	1,150 -8	-0.7%	-$1.4K	0.17%	53
2024 Q1	$204K	Hold	1,158	–	–	0.16%	55
2023 Q4	$288K	Sell	1,158 -57	-5%	-$13.5K	0.24%	50
2023 Q3	$304K	Hold	1,215	–	–	0.28%	46
2023 Q2	$318K	Hold	1,215	–	–	0.29%	45
2023 Q1	$252K	Buy	+1,215	New	+$212K	0.24%	49

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

RF&L Wealth Management's TSLA Position: Q2 2026 in Review

RF&L Wealth Management reduced its Tesla (TSLA) stake by 1.8% in Q2 2026, selling an estimated $3.98K and leaving 545 shares worth $229K. The position accounts for 0.16% of the portfolio, ranked #49.

RF&L Wealth Management first reported a position in TSLA in Q1 2023 and has held it in 14 quarters since. The position peaked at $518K in Q4 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

RF&L Wealth Management held 545 shares of Tesla worth $229K as of Q2 2026.
RF&L Wealth Management sold 10 Tesla shares in Q2 2026, an estimated $3.98K.
Tesla made up 0.16% of RF&L Wealth Management's portfolio in Q2 2026, its #49 holding.
RF&L Wealth Management first reported a position in Tesla in Q1 2023 and has held it in 14 quarters since.
RF&L Wealth Management's Tesla position peaked at $518K in Q4 2025.
4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on RF&L Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.