Selective Wealth Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$219K Buy
+575
New +$229K 0.06% 123
2026
Q1
Sell
-501
Closed -$220K 126
2025
Q4
$220K Buy
501
+20
+4% +$8.87K 0.07% 99
2025
Q3
$208K Sell
481
-795
-62% -$276K 0.07% 97
2025
Q2
$378K Sell
1,276
-125
-9% -$37.7K 0.14% 66
2025
Q1
$353K Buy
1,401
+582
+71% +$194K 0.15% 63
2024
Q4
$325K Sell
819
-233
-22% -$75K 0.13% 72
2024
Q3
$257K Sell
1,052
-5
-0.5% -$1.14K 0.11% 92
2024
Q2
$277K Buy
+1,057
New +$185K 0.12% 86
2024
Q1
Sell
-1,135
Closed -$270K 105
2023
Q4
$270K Buy
1,135
+1
+0.1% +$238 0.14% 70
2023
Q3
$296K Sell
1,134
-1,020
-47% -$262K 0.16% 61
2023
Q2
$581K Buy
+2,154
New +$431K 0.29% 44
2022
Q4
$299K Buy
2,239
+162
+8% +$30.7K 0.16% 85
2022
Q3
$551K Sell
2,077
-896
-30% -$250K 0.24% 56
2022
Q2
$667K Buy
2,973
+1,491
+101% +$407K 0.24% 61
2022
Q1
$532K Buy
1,482
+264
+22% +$82.2K 0.19% 64
2021
Q4
$429K Buy
1,218
+102
+9% +$34.2K 0.18% 67
2021
Q3
$288K Buy
1,116
+111
+11% +$26.1K 0.15% 74
2021
Q2
$228K Buy
+1,005
New +$218K 0.18% 64

Other funds holding TSLA

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

Selective Wealth Management opened a new position in Tesla (TSLA) in Q2 2026: 575 shares worth $219K. The stake represents 0.06% of the portfolio and ranks #123 among its holdings. This is a return to the name: Selective Wealth Management previously reported a position in TSLA as recently as Q4 2025.

Selective Wealth Management first reported a position in TSLA in Q2 2021 and has held it in 18 quarters since. The position peaked at $667K in Q2 2022. 1,882 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Selective Wealth Management held 575 shares of Tesla worth $219K as of Q2 2026.
  • Tesla was a new Selective Wealth Management position in Q2 2026.
  • Tesla made up 0.06% of Selective Wealth Management's portfolio in Q2 2026, its #123 holding.
  • Selective Wealth Management first reported a position in Tesla in Q2 2021 and has held it in 18 quarters since.
  • Selective Wealth Management's Tesla position peaked at $667K in Q2 2022.
  • 1,882 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.