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Schneider Downs Wealth Management Advisors’s Tesla TSLA Stock Holding History

Schneider Downs Wealth Management Advisors’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 		$474K Buy
+1,128
New +$449K 0.04% 111
2022
Q2 		– Sell
-561
Closed -$202K – 153
2022
Q1 		$202K Sell
561
-93
-14% -$29K 0.05% 146
2021
Q4 		$230K Buy
+654
New +$219K 0.05% 141

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

Schneider Downs Wealth Management Advisors's TSLA Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors opened a new position in Tesla (TSLA) in Q2 2026: 1,128 shares worth $474K. The stake represents 0.04% of the portfolio and ranks #111 among its holdings. This is a return to the name: Schneider Downs Wealth Management Advisors previously reported a position in TSLA as recently as Q1 2022.

Schneider Downs Wealth Management Advisors first reported a position in TSLA in Q4 2021 and has held it in 3 quarters since. 4,307 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Schneider Downs Wealth Management Advisors held 1,128 shares of Tesla worth $474K as of Q2 2026.
  • Tesla was a new Schneider Downs Wealth Management Advisors position in Q2 2026.
  • Tesla made up 0.04% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #111 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Tesla in Q4 2021 and has held it in 3 quarters since.
  • 4,307 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.