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Schwarz Dygos Wheeler Investment Advisors’s Tesla TSLA Stock Holding History

Schwarz Dygos Wheeler Investment 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 		$285K Sell
677
-56
-8% -$22.3K 0.05% 141
2026
Q1 		$272K Hold
733
– – 0.06% 141
2025
Q4 		$330K Sell
733
-500
-41% -$222K 0.07% 126
2025
Q3 		$548K Buy
1,233
+16
+1% +$5.55K 0.12% 101
2025
Q2 		$387K Buy
1,217
+42
+4% +$12.7K 0.09% 118
2025
Q1 		$305K Buy
1,175
+528
+82% +$176K 0.07% 131
2024
Q4 		$261K Buy
+647
New +$208K 0.06% 140
2024
Q1 		– Sell
-1,070
Closed -$266K – 158
2023
Q4 		$266K Sell
1,070
-319
-23% -$75.8K 0.08% 127
2023
Q3 		$348K Sell
1,389
-144
-9% -$37K 0.12% 105
2023
Q2 		$401K Sell
1,533
-527
-26% -$105K 0.13% 98
2023
Q1 		$427K Buy
+2,060
New +$359K 0.15% 88
2022
Q4 		– Sell
-913
Closed -$242K – 136
2022
Q3 		$242K Sell
913
-17
-2% -$4.75K 0.11% 99
2022
Q2 		$209K Buy
930
+54
+6% +$14.7K 0.08% 119
2022
Q1 		$315K Buy
876
+3
+0.3% +$934 0.11% 106
2021
Q4 		$308K Sell
873
-33
-4% -$11.1K 0.1% 105
2021
Q3 		$234K Sell
906
-129
-12% -$30.4K 0.09% 119
2021
Q2 		$234K Buy
1,035
+12
+1% +$2.6K 0.09% 119
2021
Q1 		$228K Buy
1,023
+123
+14% +$30.9K 0.09% 112
2020
Q4 		$212K Hold
900
– – 0.1% 104
2020
Q3 		$129K Buy
+900
New +$106K 0.07% 99

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

Schwarz Dygos Wheeler Investment Advisors's TSLA Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Tesla (TSLA) stake by 7.6% in Q2 2026, selling an estimated $22.3K and leaving 677 shares worth $285K. The position accounts for 0.05% of the portfolio, ranked #141.

Schwarz Dygos Wheeler Investment Advisors first reported a position in TSLA in Q3 2020 and has held it in 20 quarters since. The position peaked at $548K in Q3 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 677 shares of Tesla worth $285K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 56 Tesla shares in Q2 2026, an estimated $22.3K.
  • Tesla made up 0.05% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #141 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Tesla in Q3 2020 and has held it in 20 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Tesla position peaked at $548K in Q3 2025.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.