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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
2020
Q4 		– Sell
-7,500
Closed -$1.07M – 120
2020
Q3 		$1.07M Buy
+7,500
New +$886K 0.61% 39

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 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. 3,442 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.
  • 3,442 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.