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Sage Private Wealth Group’s Tesla TSLA Stock Holding History

Sage Private Wealth 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 		$531K Buy
1,263
+33
+3% +$13.1K 0.24% 54
2026
Q1 		$457K Buy
1,230
+34
+3% +$14K 0.23% 55
2025
Q4 		$538K Buy
1,196
+11
+0.9% +$4.88K 0.29% 48
2025
Q3 		$527K Sell
1,185
-128
-10% -$44.4K 0.29% 52
2025
Q2 		$417K Sell
1,313
-178
-12% -$53.6K 0.27% 51
2025
Q1 		$386K Buy
1,491
+9
+0.6% +$3K 0.29% 54
2024
Q4 		$598K Sell
1,482
-8
-0.5% -$2.57K 0.45% 25
2024
Q3 		$390K Sell
1,490
-158
-10% -$36K 0.31% 51
2024
Q2 		$326K Buy
+1,648
New +$288K 0.27% 60
2022
Q4 		– Sell
-645
Closed -$171K – 169
2022
Q3 		$171K Hold
645
– – 0.23% 50
2022
Q2 		$145K Buy
645
+30
+5% +$8.19K 0.21% 57
2022
Q1 		$221K Sell
615
-228
-27% -$71K 0.22% 48
2021
Q4 		$296K Sell
843
-6
-0.7% -$2.01K 0.37% 33
2021
Q3 		$219K Hold
849
– – 0.3% 35
2021
Q2 		$192K Hold
849
– – 0.26% 48
2021
Q1 		$189K Sell
849
-171
-17% -$42.9K 0.33% 45
2020
Q4 		$240K Buy
+1,020
New +$174K 0.67% 28

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

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

Sage Private Wealth Group increased its Tesla (TSLA) stake by 2.7% in Q2 2026, buying an estimated $13.1K and bringing the position to 1,263 shares worth $531K. The position accounts for 0.24% of the portfolio, ranked #54.

Sage Private Wealth Group first reported a position in TSLA in Q4 2020 and has held it in 17 quarters since. The position peaked at $598K in Q4 2024. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Sage Private Wealth Group held 1,263 shares of Tesla worth $531K as of Q2 2026.
  • Sage Private Wealth Group bought 33 Tesla shares in Q2 2026, an estimated $13.1K.
  • Tesla made up 0.24% of Sage Private Wealth Group's portfolio in Q2 2026, its #54 holding.
  • Sage Private Wealth Group first reported a position in Tesla in Q4 2020 and has held it in 17 quarters since.
  • Sage Private Wealth Group's Tesla position peaked at $598K in Q4 2024.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.