SW
TSLA icon

SMART Wealth’s Tesla TSLA Stock Holding History

SMART 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 		$1.02M Sell
2,429
-749
-24% -$298K 0.22% 123
2026
Q1 		$1.18M Sell
3,178
-377
-11% -$155K 0.35% 88
2025
Q4 		$1.6M Buy
3,555
+1,484
+72% +$658K 0.49% 73
2025
Q3 		$921K Sell
2,071
-607
-23% -$211K 0.35% 74
2025
Q2 		$851K Buy
2,678
+1,546
+137% +$466K 0.27% 87
2025
Q1 		$293K Sell
1,132
-4,910
-81% -$1.64M 0.11% 126
2024
Q4 		$2.44M Buy
6,042
+5,248
+661% +$1.69M 0.87% 32
2024
Q3 		$208K Buy
+794
New +$181K 0.08% 137

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

SMART Wealth's TSLA Position: Q2 2026 in Review

SMART Wealth reduced its Tesla (TSLA) stake by 24% in Q2 2026, selling an estimated $298K and leaving 2,429 shares worth $1.02M. The position accounts for 0.22% of the portfolio, ranked #123.

SMART Wealth first reported a position in TSLA in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.44M in Q4 2024. 4,307 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • SMART Wealth held 2,429 shares of Tesla worth $1.02M as of Q2 2026.
  • SMART Wealth sold 749 Tesla shares in Q2 2026, an estimated $298K.
  • Tesla made up 0.22% of SMART Wealth's portfolio in Q2 2026, its #123 holding.
  • SMART Wealth first reported a position in Tesla in Q3 2024 and has held it in 8 quarters since.
  • SMART Wealth's Tesla position peaked at $2.44M in Q4 2024.
  • 4,307 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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