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Sheets Smith Wealth Management’s Tesla TSLA Stock Holding History

Sheets Smith 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 		$986K Buy
2,345
+488
+26% +$194K 0.1% 205
2026
Q1 		$690K Buy
1,857
+35
+2% +$14.4K 0.08% 241
2025
Q4 		$819K Buy
1,822
+184
+11% +$81.6K 0.09% 206
2025
Q3 		$728K Buy
1,638
+80
+5% +$27.7K 0.08% 227
2025
Q2 		$495K Buy
1,558
+18
+1% +$5.42K 0.06% 283
2025
Q1 		$399K Sell
1,540
-16
-1% -$5.33K 0.05% 276
2024
Q4 		$628K Buy
1,556
+1
+0.1% +$322 0.08% 223
2024
Q3 		$407K Hold
1,555
– – 0.05% 278
2024
Q2 		$308K Sell
1,555
-4
-0.3% -$699 0.04% 309
2024
Q1 		$274K Sell
1,559
-64
-4% -$12.5K 0.03% 328
2023
Q4 		$403K Sell
1,623
-1
-0.1% -$238 0.06% 251
2023
Q3 		$406K Hold
1,624
– – 0.06% 228
2023
Q2 		$425K Hold
1,624
– – 0.06% 224
2023
Q1 		$337K Buy
+1,624
New +$283K 0.05% 249
2022
Q4 		– Sell
-1,596
Closed -$423K – 325
2022
Q3 		$423K Hold
1,596
– – 0.07% 197
2022
Q2 		$358K Buy
1,596
+3
+0.2% +$819 0.06% 227
2022
Q1 		$572K Sell
1,593
-45
-3% -$14K 0.08% 198
2021
Q4 		$577K Hold
1,638
– – 0.07% 214
2021
Q3 		$423K Hold
1,638
– – 0.06% 243
2021
Q2 		$371K Sell
1,638
-159
-9% -$34.5K 0.05% 267
2021
Q1 		$400K Sell
1,797
-36
-2% -$9.04K 0.06% 238
2020
Q4 		$431K Buy
1,833
+78
+4% +$13.3K 0.07% 219
2020
Q3 		$251K Buy
+1,755
New +$207K 0.04% 257

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

Sheets Smith Wealth Management's TSLA Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its Tesla (TSLA) stake by 26% in Q2 2026, buying an estimated $194K and bringing the position to 2,345 shares worth $986K. The position accounts for 0.1% of the portfolio, ranked #205.

Sheets Smith Wealth Management first reported a position in TSLA in Q3 2020 and has held it in 23 quarters since. 4,286 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Sheets Smith Wealth Management held 2,345 shares of Tesla worth $986K as of Q2 2026.
  • Sheets Smith Wealth Management bought 488 Tesla shares in Q2 2026, an estimated $194K.
  • Tesla made up 0.1% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #205 holding.
  • Sheets Smith Wealth Management first reported a position in Tesla in Q3 2020 and has held it in 23 quarters since.
  • 4,286 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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