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Spahn Wealth & Retirement’s Tesla TSLA Stock Holding History

Spahn Wealth & Retirement’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 		$5.78M Sell
13,744
-4,739
-26% -$1.88M 3.72% 10
2026
Q1 		$6.87M Sell
18,483
-31
-0.2% -$12.8K 8.75% 2
2025
Q4 		$8.33M Buy
+18,514
New +$8.21M 5.17% 5
2025
Q2 		– Sell
-19,258
Closed -$4.99M – 39
2025
Q1 		$4.99M Sell
19,258
-93
-0.5% -$31K 3.66% 10
2024
Q4 		$7.81M Buy
+19,351
New +$6.23M 5.13% 5

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

Spahn Wealth & Retirement's TSLA Position: Q2 2026 in Review

Spahn Wealth & Retirement reduced its Tesla (TSLA) stake by 26% in Q2 2026, selling an estimated $1.88M and leaving 13,744 shares worth $5.78M. The position accounts for 3.72% of the portfolio, ranked #10.

Spahn Wealth & Retirement first reported a position in TSLA in Q4 2024 and has held it in 5 quarters since. The position peaked at $8.33M in Q4 2025. 4,268 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Spahn Wealth & Retirement held 13,744 shares of Tesla worth $5.78M as of Q2 2026.
  • Spahn Wealth & Retirement sold 4,739 Tesla shares in Q2 2026, an estimated $1.88M.
  • Tesla made up 3.72% of Spahn Wealth & Retirement's portfolio in Q2 2026, its #10 holding.
  • Spahn Wealth & Retirement first reported a position in Tesla in Q4 2024 and has held it in 5 quarters since.
  • Spahn Wealth & Retirement's Tesla position peaked at $8.33M in Q4 2025.
  • 4,268 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q2 2026, filed 13 Aug 2026.