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Sagespring Wealth Partners’s Tesla TSLA Stock Holding History

Sagespring 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 		$16.2M Buy
38,535
+781
+2% +$311K 0.25% 59
2026
Q1 		$14M Sell
37,754
-909
-2% -$374K 0.26% 52
2025
Q4 		$17.4M Buy
38,663
+3,378
+10% +$1.5M 0.32% 49
2025
Q3 		$15.7M Buy
35,285
+1,560
+5% +$541K 0.31% 50
2025
Q2 		$10.7M Buy
33,725
+7,139
+27% +$2.15M 0.23% 60
2025
Q1 		$6.89M Buy
26,586
+3,986
+18% +$1.33M 0.17% 66
2024
Q4 		$9.13M Buy
+22,600
New +$7.27M 0.24% 53

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

Sagespring Wealth Partners's TSLA Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Tesla (TSLA) stake by 2.1% in Q2 2026, buying an estimated $311K and bringing the position to 38,535 shares worth $16.2M. The position accounts for 0.25% of the portfolio, ranked #59.

Sagespring Wealth Partners first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.4M in Q4 2025. 4,307 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Sagespring Wealth Partners held 38,535 shares of Tesla worth $16.2M as of Q2 2026.
  • Sagespring Wealth Partners bought 781 Tesla shares in Q2 2026, an estimated $311K.
  • Tesla made up 0.25% of Sagespring Wealth Partners's portfolio in Q2 2026, its #59 holding.
  • Sagespring Wealth Partners first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Tesla position peaked at $17.4M in Q4 2025.
  • 4,307 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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