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Segment Wealth Management’s Tesla TSLA Stock Holding History

Segment 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 		$5.03M Buy
11,955
+257
+2% +$102K 0.26% 79
2026
Q1 		$4.35M Buy
11,698
+287
+3% +$118K 0.26% 79
2025
Q4 		$5.13M Buy
11,411
+286
+3% +$127K 0.3% 73
2025
Q3 		$4.95M Buy
11,125
+201
+2% +$69.7K 0.3% 75
2025
Q2 		$3.47M Buy
10,924
+2,347
+27% +$707K 0.22% 83
2025
Q1 		$2.22M Buy
8,577
+7,149
+501% +$2.38M 0.15% 92
2024
Q4 		$577K Buy
1,428
+129
+10% +$41.5K 0.04% 185
2024
Q3 		$340K Buy
1,299
+38
+3% +$8.67K 0.02% 213
2024
Q2 		$250K Sell
1,261
-136
-10% -$23.8K 0.02% 229
2024
Q1 		$246K Sell
1,397
-5,428
-80% -$1.06M 0.02% 226
2023
Q4 		$1.7M Buy
6,825
+1,359
+25% +$323K 0.15% 99
2023
Q3 		$1.37M Buy
5,466
+597
+12% +$153K 0.14% 99
2023
Q2 		$1.27M Buy
4,869
+129
+3% +$25.8K 0.13% 98
2023
Q1 		$983K Buy
+4,740
New +$827K 0.11% 109
2022
Q4 		– Sell
-1,044
Closed -$277K – 225
2022
Q3 		$277K Hold
1,044
– – 0.03% 183
2022
Q2 		$234K Sell
1,044
-1,407
-57% -$384K 0.03% 199
2022
Q1 		$880K Sell
2,451
-237
-9% -$73.8K 0.09% 127
2021
Q4 		$947K Buy
2,688
+1,710
+175% +$574K 0.1% 123
2021
Q3 		$253K Sell
978
-51
-5% -$12K 0.03% 197
2021
Q2 		$233K Hold
1,029
– – 0.03% 213
2021
Q1 		$229K Buy
1,029
+9
+0.9% +$2.26K 0.03% 211
2020
Q4 		$240K Buy
+1,020
New +$174K 0.03% 200

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

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

Segment Wealth Management increased its Tesla (TSLA) stake by 2.2% in Q2 2026, buying an estimated $102K and bringing the position to 11,955 shares worth $5.03M. The position accounts for 0.26% of the portfolio, ranked #79.

Segment Wealth Management first reported a position in TSLA in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.13M in Q4 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Segment Wealth Management held 11,955 shares of Tesla worth $5.03M as of Q2 2026.
  • Segment Wealth Management bought 257 Tesla shares in Q2 2026, an estimated $102K.
  • Tesla made up 0.26% of Segment Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Segment Wealth Management first reported a position in Tesla in Q4 2020 and has held it in 22 quarters since.
  • Segment Wealth Management's Tesla position peaked at $5.13M in Q4 2025.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.