SPWM
TSLA icon

Straight Path Wealth Management’s Tesla TSLA Stock Holding History

Straight Path 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
2025
Q4 		– Sell
-6,500
Closed -$2.89M – 150
2025
Q3 		$2.89M Buy
+6,500
New +$2.25M 0.78% 22

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

Straight Path Wealth Management's TSLA Position: Q2 2026 in Review

Straight Path Wealth Management reduced its Tesla (TSLA) stake by 0.03% in Q2 2026, selling an estimated $15.9K and leaving 118,395 shares worth $49.8M. The position accounts for 11.64% of the portfolio, ranked #2.

Straight Path Wealth Management first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $53.1M in Q4 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Straight Path Wealth Management held 118,395 shares of Tesla worth $49.8M as of Q2 2026.
  • Straight Path Wealth Management sold 40 Tesla shares in Q2 2026, an estimated $15.9K.
  • Tesla made up 11.64% of Straight Path Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Straight Path Wealth Management first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • Straight Path Wealth Management's Tesla position peaked at $53.1M in Q4 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.