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Schwallier Wealth Management’s Tesla TSLA Stock Holding History

Schwallier 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 		$272K Sell
647
-12
-2% -$4.77K 0.17% 61
2026
Q1 		$245K Buy
659
+1
+0.2% +$412 0.18% 55
2025
Q4 		$283K Sell
658
-3
-0.5% -$1.33K 0.18% 46
2025
Q3 		$294K Buy
661
+11
+2% +$3.81K 0.18% 39
2025
Q2 		$206K Buy
+650
New +$196K 0.13% 51

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

Schwallier Wealth Management's TSLA Position: Q2 2026 in Review

Schwallier Wealth Management reduced its Tesla (TSLA) stake by 1.8% in Q2 2026, selling an estimated $4.77K and leaving 647 shares worth $272K. The position accounts for 0.17% of the portfolio, ranked #61.

Schwallier Wealth Management first reported a position in TSLA in Q2 2025 and has held it in 5 quarters since. The position peaked at $294K in Q3 2025. 4,302 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Schwallier Wealth Management held 647 shares of Tesla worth $272K as of Q2 2026.
  • Schwallier Wealth Management sold 12 Tesla shares in Q2 2026, an estimated $4.77K.
  • Tesla made up 0.17% of Schwallier Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Schwallier Wealth Management first reported a position in Tesla in Q2 2025 and has held it in 5 quarters since.
  • Schwallier Wealth Management's Tesla position peaked at $294K in Q3 2025.
  • 4,302 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.