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Smith Salley Wealth Management’s Tesla TSLA Stock Holding History

Smith Salley 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 		$3.79M Buy
9,008
+446
+5% +$177K 0.16% 91
2026
Q1 		$3.18M Buy
8,562
+560
+7% +$231K 0.16% 93
2025
Q4 		$3.6M Buy
8,002
+1,016
+15% +$450K 0.18% 88
2025
Q3 		$3.11M Buy
6,986
+1,512
+28% +$524K 0.16% 94
2025
Q2 		$1.74M Buy
5,474
+1,418
+35% +$427K 0.1% 122
2025
Q1 		$1.05M Sell
4,056
-160
-4% -$53.3K 0.07% 139
2024
Q4 		$1.7M Buy
4,216
+1,296
+44% +$417K 0.11% 115
2024
Q3 		$764K Buy
2,920
+47
+2% +$10.7K 0.05% 154
2024
Q2 		$569K Sell
2,873
-58
-2% -$10.1K 0.04% 160
2024
Q1 		$515K Sell
2,931
-258
-8% -$50.4K 0.04% 167
2023
Q4 		$792K Sell
3,189
-316
-9% -$75.1K 0.05% 155
2023
Q3 		$877K Buy
3,505
+1,580
+82% +$406K 0.07% 139
2023
Q2 		$504K Buy
1,925
+121
+7% +$24.2K 0.04% 169
2023
Q1 		$374K Sell
1,804
-846
-32% -$148K 0.03% 184
2022
Q4 		$326K Buy
2,650
+480
+22% +$90.9K 0.03% 187
2022
Q3 		$576K Sell
2,170
-269
-11% -$75.1K 0.05% 152
2022
Q2 		$547K Sell
2,439
-324
-12% -$88.4K 0.05% 159
2022
Q1 		$992K Buy
2,763
+2,175
+370% +$677K 0.07% 141
2021
Q4 		$207K Buy
+588
New +$197K 0.01% 239

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Smith Salley Wealth Management increased its Tesla (TSLA) stake by 5.2% in Q2 2026, buying an estimated $177K and bringing the position to 9,008 shares worth $3.79M. The position accounts for 0.16% of the portfolio, ranked #91.

Smith Salley Wealth Management first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. 1,453 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Smith Salley Wealth Management held 9,008 shares of Tesla worth $3.79M as of Q2 2026.
  • Smith Salley Wealth Management bought 446 Tesla shares in Q2 2026, an estimated $177K.
  • Tesla made up 0.16% of Smith Salley Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Smith Salley Wealth Management first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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