RW Investment Management’s Tesla TSLA Stock Holding History

RW Investment 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	$751K	Hold	1,786	–	–	0.07%	56
2026 Q1	$664K	Buy	+1,786	New	+$736K	0.06%	61
2025 Q3	$794K	Hold	1,786	–	–	0.08%	50
2025 Q2	$567K	Buy	1,786 +146	+9%	+$44K	0.06%	58
2025 Q1	$425K	Sell	1,640 -930	-36%	-$310K	0.05%	63
2024 Q4	$1.04M	Sell	2,570 -31	-1%	-$9.97K	0.13%	36
2024 Q3	$681K	Sell	2,601 -200	-7%	-$45.6K	0.08%	51
2024 Q2	$554K	Buy	2,801 +102	+4%	+$17.8K	0.07%	56
2024 Q1	$474K	Sell	2,699 -22	-0.8%	-$4.3K	0.07%	60
2023 Q4	$676K	Buy	2,721 +43	+2%	+$10.2K	0.1%	45
2023 Q3	$670K	Hold	2,678	–	–	0.12%	37
2023 Q2	$701K	Buy	2,678 +38	+1%	+$7.6K	0.15%	40
2023 Q1	$548K	Buy	2,640 +66	+3%	+$11.5K	0.15%	45
2022 Q4	$317K	Buy	+2,574	New	+$487K	0.12%	58

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

RW Investment Management's TSLA Position: Q2 2026 in Review

RW Investment Management held its Tesla (TSLA) position steady in Q2 2026 at 1,786 shares worth $751K. The position accounts for 0.07% of the portfolio, ranked #56.

RW Investment Management first reported a position in TSLA in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.04M in Q4 2024. 4,307 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

RW Investment Management held 1,786 shares of Tesla worth $751K as of Q2 2026.
RW Investment Management left its Tesla share count unchanged in Q2 2026.
Tesla made up 0.07% of RW Investment Management's portfolio in Q2 2026, its #56 holding.
RW Investment Management first reported a position in Tesla in Q4 2022 and has held it in 14 quarters since.
RW Investment Management's Tesla position peaked at $1.04M in Q4 2024.
4,307 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.