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TLWM Financial’s Tesla TSLA Stock Holding History

TLWM Financial’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 		$3.41M Sell
8,119
-81
-1% -$32.2K 0.56% 13
2026
Q1 		$3.05M Buy
8,200
+259
+3% +$107K 0.55% 13
2025
Q4 		$3.57M Sell
7,941
-146
-2% -$64.7K 0.65% 14
2025
Q3 		$3.6M Buy
8,087
+182
+2% +$63.1K 0.65% 12
2025
Q2 		$2.51M Sell
7,905
-321
-4% -$96.7K 0.48% 18
2025
Q1 		$2.13M Sell
8,226
-80
-1% -$26.7K 0.43% 18
2024
Q4 		$3.35M Buy
8,306
+86
+1% +$27.7K 0.66% 14
2024
Q3 		$2.15M Sell
8,220
-79
-1% -$18K 0.44% 18
2024
Q2 		$1.64M Sell
8,299
-1,286
-13% -$225K 0.35% 20
2024
Q1 		$1.68M Sell
9,585
-66
-0.7% -$12.9K 0.37% 19
2023
Q4 		$2.4M Buy
9,651
+169
+2% +$40.2K 0.57% 14
2023
Q3 		$2.37M Buy
9,482
+52
+0.6% +$13.4K 0.63% 15
2023
Q2 		$2.47M Buy
9,430
+205
+2% +$41K 0.71% 15
2023
Q1 		$1.91M Sell
9,225
-29
-0.3% -$5.06K 0.61% 15
2022
Q4 		$1.14M Buy
+9,254
New +$1.75M 0.41% 24
2022
Q3 		– Sell
-4,329
Closed -$972K – 59
2022
Q2 		$972K Buy
4,329
+15
+0.3% +$4.09K 0.37% 20
2022
Q1 		$1.55M Hold
4,314
– – 0.54% 16
2021
Q4 		$1.52M Sell
4,314
-60
-1% -$20.1K 0.51% 17
2021
Q3 		$1.13M Sell
4,374
-30
-0.7% -$7.06K 0.43% 21
2021
Q2 		$998K Buy
4,404
+30
+0.7% +$6.51K 0.36% 28
2021
Q1 		$975K Sell
4,374
-96
-2% -$24.1K 0.37% 24
2020
Q4 		$1.05M Hold
4,470
– – 0.42% 19
2020
Q3 		$578K Buy
4,470
+285
+7% +$33.6K 0.27% 35
2020
Q2 		$300K Buy
+4,185
New +$226K 0.18% 52

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

TLWM Financial's TSLA Position: Q2 2026 in Review

TLWM Financial reduced its Tesla (TSLA) stake by 0.99% in Q2 2026, selling an estimated $32.2K and leaving 8,119 shares worth $3.41M. The position accounts for 0.56% of the portfolio, ranked #13.

TLWM Financial first reported a position in TSLA in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.6M in Q3 2025. 890 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • TLWM Financial held 8,119 shares of Tesla worth $3.41M as of Q2 2026.
  • TLWM Financial sold 81 Tesla shares in Q2 2026, an estimated $32.2K.
  • Tesla made up 0.56% of TLWM Financial's portfolio in Q2 2026, its #13 holding.
  • TLWM Financial first reported a position in Tesla in Q2 2020 and has held it in 24 quarters since.
  • TLWM Financial's Tesla position peaked at $3.6M in Q3 2025.
  • 890 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.