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Rockline Wealth Management’s Tesla TSLA Stock Holding History

Rockline 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 		$7.51M Sell
17,864
-152
-0.8% -$60.5K 1.44% 23
2026
Q1 		$6.7M Buy
18,016
+303
+2% +$125K 1.46% 18
2025
Q4 		$7.97M Buy
17,713
+1,943
+12% +$861K 1.62% 16
2025
Q3 		$7.01M Buy
15,770
+2,285
+17% +$793K 1.45% 17
2025
Q2 		$4.28M Buy
13,485
+1,362
+11% +$410K 1.01% 31
2025
Q1 		$3.14M Buy
12,123
+456
+4% +$152K 0.87% 39
2024
Q4 		$4.71M Buy
11,667
+344
+3% +$111K 1.26% 20
2024
Q3 		$2.96M Buy
11,323
+1,816
+19% +$414K 0.84% 38
2024
Q2 		$1.88M Buy
9,507
+1,089
+13% +$190K 0.58% 50
2024
Q1 		$1.48M Sell
8,418
-1,738
-17% -$340K 0.52% 51
2023
Q4 		$2.52M Buy
+10,156
New +$2.41M 1.05% 37

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

Rockline Wealth Management's TSLA Position: Q2 2026 in Review

Rockline Wealth Management reduced its Tesla (TSLA) stake by 0.84% in Q2 2026, selling an estimated $60.5K and leaving 17,864 shares worth $7.51M. The position accounts for 1.44% of the portfolio, ranked #23.

Rockline Wealth Management first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.97M in Q4 2025. 4,267 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Rockline Wealth Management held 17,864 shares of Tesla worth $7.51M as of Q2 2026.
  • Rockline Wealth Management sold 152 Tesla shares in Q2 2026, an estimated $60.5K.
  • Tesla made up 1.44% of Rockline Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Rockline Wealth Management first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
  • Rockline Wealth Management's Tesla position peaked at $7.97M in Q4 2025.
  • 4,267 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.