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Shepherd Wealth Management’s Tesla TSLA Stock Holding History

Shepherd 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 		$2.37M Sell
7,027
-128
-2% -$50.9K 1.31% 10
2026
Q1 		$2.82M Sell
7,155
-13,745
-66% -$5.66M 2.11% 10
2025
Q4 		$9.14M Sell
20,900
-8,977
-30% -$3.98M 6.36% 4
2025
Q3 		$13.9M Sell
29,877
-12,614
-30% -$4.37M 9.24% 2
2025
Q2 		$14.1M Buy
42,491
+12,287
+41% +$3.7M 9.57% 3
2025
Q1 		$7.84M Buy
30,204
+20,481
+211% +$6.83M 8.06% 3
2024
Q4 		$3.93M Buy
+9,723
New +$3.13M 3.86% 6

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

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

Shepherd Wealth Management reduced its Tesla (TSLA) stake by 1.8% in Q2 2026, selling an estimated $50.9K and leaving 7,027 shares worth $2.37M. The position accounts for 1.31% of the portfolio, ranked #10.

Shepherd Wealth Management first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.1M in Q2 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Shepherd Wealth Management held 7,027 shares of Tesla worth $2.37M as of Q2 2026.
  • Shepherd Wealth Management sold 128 Tesla shares in Q2 2026, an estimated $50.9K.
  • Tesla made up 1.31% of Shepherd Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Shepherd Wealth Management first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • Shepherd Wealth Management's Tesla position peaked at $14.1M in Q2 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.