Smallwood Wealth Investment Management’s Tesla TSLA Stock Holding History

Smallwood Wealth Investment 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	$98.8K	Sell	235 -4	-2%	-$1.59K	0.04%	143
2026 Q1	$88.8K	Sell	239 -1	-0.4%	-$412	0.05%	133
2025 Q4	$108K	Sell	240 -80	-25%	-$35.5K	0.06%	116
2025 Q3	$142K	Buy	320 +104	+48%	+$36.1K	0.07%	102
2025 Q2	$68.6K	Buy	216 +35	+19%	+$10.5K	0.04%	140
2025 Q1	$46.9K	Buy	+181	New	+$60.3K	0.03%	168
2023 Q1	–	Sell	-2,025	Closed	-$249K	–	74
2022 Q4	$249K	Sell	2,025 -310	-13%	-$58.7K	0.21%	63
2022 Q3	$619K	Buy	2,335 +28	+1%	+$7.82K	0.56%	35
2022 Q2	$518K	Buy	+2,307	New	+$630K	0.52%	34

Other funds holding TSLA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Smallwood Wealth Investment Management's TSLA Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Tesla (TSLA) stake by 1.7% in Q2 2026, selling an estimated $1.59K and leaving 235 shares worth $98.8K. The position accounts for 0.04% of the portfolio, ranked #143.

Smallwood Wealth Investment Management first reported a position in TSLA in Q2 2022 and has held it in 9 quarters since. The position peaked at $619K in Q3 2022. 2,101 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Smallwood Wealth Investment Management held 235 shares of Tesla worth $98.8K as of Q2 2026.
Smallwood Wealth Investment Management sold 4 Tesla shares in Q2 2026, an estimated $1.59K.
Tesla made up 0.04% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #143 holding.
Smallwood Wealth Investment Management first reported a position in Tesla in Q2 2022 and has held it in 9 quarters since.
Smallwood Wealth Investment Management's Tesla position peaked at $619K in Q3 2022.
2,101 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.