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Semus Wealth Partners’s Tesla TSLA Stock Holding History

Semus Wealth Partners’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 		$5.8M Sell
13,800
-72
-0.5% -$28.6K 2.81% 8
2026
Q1 		$5.16M Buy
13,872
+1,636
+13% +$674K 2.88% 7
2025
Q4 		$5.5M Sell
12,236
-66
-0.5% -$29.3K 2.96% 6
2025
Q3 		$5.47M Sell
12,302
-367
-3% -$127K 3.1% 4
2025
Q2 		$4.02M Sell
12,669
-134
-1% -$40.4K 2.61% 7
2025
Q1 		$3.32M Sell
12,803
-22
-0.2% -$7.33K 2.31% 10
2024
Q4 		$5.18M Sell
12,825
-2,217
-15% -$713K 3.43% 4
2024
Q3 		$3.94M Sell
15,042
-2,153
-13% -$491K 2.75% 6
2024
Q2 		$3.4M Buy
17,195
+870
+5% +$152K 2.63% 8
2024
Q1 		$2.87M Buy
16,325
+1,125
+7% +$220K 2.42% 9
2023
Q4 		$3.78M Sell
15,200
-286
-2% -$68K 3.09% 4
2023
Q3 		$3.87M Sell
15,486
-229
-1% -$58.8K 3.61% 3
2023
Q2 		$4.11M Buy
15,715
+1,334
+9% +$267K 3.78% 3
2023
Q1 		$2.98M Buy
14,381
+1,024
+8% +$179K 3.21% 4
2022
Q4 		$1.65M Buy
+13,357
New +$2.53M 2% 9

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

Semus Wealth Partners's TSLA Position: Q2 2026 in Review

Semus Wealth Partners reduced its Tesla (TSLA) stake by 0.52% in Q2 2026, selling an estimated $28.6K and leaving 13,800 shares worth $5.8M. The position accounts for 2.81% of the portfolio, ranked #8.

Semus Wealth Partners first reported a position in TSLA in Q4 2022 and has held it in 15 quarters since. 4,304 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Semus Wealth Partners held 13,800 shares of Tesla worth $5.8M as of Q2 2026.
  • Semus Wealth Partners sold 72 Tesla shares in Q2 2026, an estimated $28.6K.
  • Tesla made up 2.81% of Semus Wealth Partners's portfolio in Q2 2026, its #8 holding.
  • Semus Wealth Partners first reported a position in Tesla in Q4 2022 and has held it in 15 quarters since.
  • 4,304 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.