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Schrum Private Wealth Management’s Tesla TSLA Stock Holding History

Schrum Private 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 		– Sell
-553
Closed -$206K – 132
2026
Q1 		$206K Buy
553
+2
+0.4% +$824 0.16% 125
2025
Q4 		$248K Buy
551
+10
+2% +$4.43K 0.18% 114
2025
Q3 		$241K Buy
+541
New +$188K 0.18% 115

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

Schrum Private Wealth Management's TSLA Position: Q2 2026 in Review

Schrum Private Wealth Management sold out of Tesla (TSLA) in Q2 2026, closing a stake of 553 shares — an estimated $206K sold.

Schrum Private Wealth Management first reported a position in TSLA in Q3 2025 and held it in 3 quarters. The position peaked at $248K in Q4 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Schrum Private Wealth Management reported no remaining Tesla position as of Q2 2026 after selling out during the quarter.
  • Schrum Private Wealth Management sold 553 Tesla shares in Q2 2026, an estimated $206K.
  • Schrum Private Wealth Management first reported a position in Tesla in Q3 2025 and held it in 3 quarters.
  • Schrum Private Wealth Management's Tesla position peaked at $248K in Q4 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.