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Simplicity Wealth’s Tesla TSLA Stock Holding History

Simplicity Wealth’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 		$21.5M Buy
51,056
+22,326
+78% +$8.88M 0.72% 22
2026
Q1 		$10.7M Buy
28,730
+2,619
+10% +$1.08M 0.61% 32
2025
Q4 		$11.7M Sell
26,111
-2,781
-10% -$1.23M 0.7% 23
2025
Q3 		$12.8M Sell
28,892
-7,783
-21% -$2.7M 0.74% 20
2025
Q2 		$11.7M Buy
36,675
+6,326
+21% +$1.91M 0.48% 41
2025
Q1 		$7.87M Buy
30,349
+12,131
+67% +$4.04M 0.61% 31
2024
Q4 		$7.36M Sell
18,218
-5,915
-25% -$1.9M 1.53% 13
2024
Q3 		$6.31M Sell
24,133
-66,450
-73% -$15.2M 0.58% 38
2024
Q2 		$17.9M Sell
90,583
-2,902
-3% -$507K 0.41% 40
2024
Q1 		$16.4M Buy
93,485
+91,280
+4,140% +$17.8M 0.39% 44
2023
Q4 		$548K Buy
+2,205
New +$524K 0.21% 86

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

Simplicity Wealth's TSLA Position: Q2 2026 in Review

Simplicity Wealth increased its Tesla (TSLA) stake by 78% in Q2 2026, buying an estimated $8.88M and bringing the position to 51,056 shares worth $21.5M. The position accounts for 0.72% of the portfolio, ranked #22.

Simplicity Wealth first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. 4,291 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Simplicity Wealth held 51,056 shares of Tesla worth $21.5M as of Q2 2026.
  • Simplicity Wealth bought 22,326 Tesla shares in Q2 2026, an estimated $8.88M.
  • Tesla made up 0.72% of Simplicity Wealth's portfolio in Q2 2026, its #22 holding.
  • Simplicity Wealth first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
  • 4,291 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.