Taylor & Morgan Wealth Management’s Tesla TSLA Stock Holding History

Taylor & Morgan 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	$578K	Buy	1,375 +37	+3%	+$14.7K	0.29%	46
2026 Q1	$497K	Sell	1,338 -395	-23%	-$163K	0.28%	52
2025 Q4	$779K	Buy	1,733 +205	+13%	+$90.9K	0.44%	36
2025 Q3	$680K	Buy	1,528 +159	+12%	+$55.1K	0.42%	36
2025 Q2	$435K	Buy	1,369 +17	+1%	+$5.12K	0.29%	44
2025 Q1	$350K	Sell	1,352 -67	-5%	-$22.3K	0.26%	44
2024 Q4	$573K	Sell	1,419 -295	-17%	-$94.9K	0.4%	38
2024 Q3	$448K	Buy	1,714 +194	+13%	+$44.2K	0.3%	44
2024 Q2	$301K	Buy	+1,520	New	+$266K	0.21%	50
2023 Q3	–	Sell	-790	Closed	-$207K	–	63
2023 Q2	$207K	Buy	+790	New	+$158K	0.17%	61

Other funds holding TSLA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Taylor & Morgan Wealth Management's TSLA Position: Q2 2026 in Review

Taylor & Morgan Wealth Management increased its Tesla (TSLA) stake by 2.8% in Q2 2026, buying an estimated $14.7K and bringing the position to 1,375 shares worth $578K. The position accounts for 0.29% of the portfolio, ranked #46.

Taylor & Morgan Wealth Management first reported a position in TSLA in Q2 2023 and has held it in 10 quarters since. The position peaked at $779K in Q4 2025. 2,004 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Taylor & Morgan Wealth Management held 1,375 shares of Tesla worth $578K as of Q2 2026.
Taylor & Morgan Wealth Management bought 37 Tesla shares in Q2 2026, an estimated $14.7K.
Tesla made up 0.29% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #46 holding.
Taylor & Morgan Wealth Management first reported a position in Tesla in Q2 2023 and has held it in 10 quarters since.
Taylor & Morgan Wealth Management's Tesla position peaked at $779K in Q4 2025.
2,004 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.