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Spire Wealth Management’s Tesla TSLA Stock Holding History

Spire 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 		$6.87M Sell
16,324
-1,108
-6% -$441K 0.21% 105
2026
Q1 		$6.48M Sell
17,432
-1,281
-7% -$528K 0.22% 93
2025
Q4 		$8.42M Sell
18,713
-178
-0.9% -$78.9K 0.28% 72
2025
Q3 		$8.4M Sell
18,891
-2,842
-13% -$986K 0.29% 76
2025
Q2 		$6.9M Sell
21,733
-9,819
-31% -$2.96M 0.25% 83
2025
Q1 		$8.18M Buy
31,552
+1,082
+4% +$361K 0.26% 81
2024
Q4 		$12.3M Buy
30,470
+4,329
+17% +$1.39M 0.38% 53
2024
Q3 		$6.84M Sell
26,141
-8,646
-25% -$1.97M 0.23% 92
2024
Q2 		$6.88M Sell
34,787
-10,394
-23% -$1.82M 0.24% 88
2024
Q1 		$7.94M Sell
45,181
-9,141
-17% -$1.79M 0.14% 108
2023
Q4 		$11.5M Buy
54,322
+701
+1% +$167K 0.38% 54
2023
Q3 		$13.4M Sell
53,621
-8,584
-14% -$2.21M 0.51% 46
2023
Q2 		$16.3M Sell
62,205
-6,721
-10% -$1.34M 0.6% 29
2023
Q1 		$14.3M Buy
68,926
+38,191
+124% +$6.66M 0.56% 33
2022
Q4 		$3.79M Sell
30,735
-170
-0.6% -$32.2K 0.21% 105
2022
Q3 		$8.2M Sell
30,905
-11,233
-27% -$3.14M 0.5% 44
2022
Q2 		$9.46M Sell
42,138
-15,348
-27% -$4.19M 0.39% 62
2022
Q1 		$20.7M Sell
57,486
-3,870
-6% -$1.21M 0.55% 36
2021
Q4 		$21.5M Buy
61,356
+6,120
+11% +$2.05M 0.48% 44
2021
Q3 		$14.4M Sell
55,236
-1,962
-3% -$462K 0.38% 67
2021
Q2 		$12.9M Sell
57,198
-4,173
-7% -$906K 0.35% 76
2021
Q1 		$13.4M Buy
+61,371
New +$15.4M 0.36% 71

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

Spire Wealth Management's TSLA Position: Q2 2026 in Review

Spire Wealth Management reduced its Tesla (TSLA) stake by 6.4% in Q2 2026, selling an estimated $441K and leaving 16,324 shares worth $6.87M. The position accounts for 0.21% of the portfolio, ranked #105.

Spire Wealth Management first reported a position in TSLA in Q1 2021 and has held it in 22 quarters since. The position peaked at $21.5M in Q4 2021. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Spire Wealth Management held 16,324 shares of Tesla worth $6.87M as of Q2 2026.
  • Spire Wealth Management sold 1,108 Tesla shares in Q2 2026, an estimated $441K.
  • Tesla made up 0.21% of Spire Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Spire Wealth Management first reported a position in Tesla in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Tesla position peaked at $21.5M in Q4 2021.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.