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TradeWell Securities’s Tesla TSLA Stock Holding History

TradeWell Securities’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 		$778K Buy
1,850
+2
+0.1% +$795 0.28% 29
2026
Q1 		$687K Sell
1,848
-35
-2% -$14.4K 0.29% 29
2025
Q4 		$847K Sell
1,883
-62
-3% -$27.5K 0.33% 28
2025
Q3 		$894K Sell
1,945
-50
-3% -$17.3K 0.38% 28
2025
Q2 		$634K Buy
1,995
+272
+16% +$81.9K 0.3% 29
2025
Q1 		$447K Buy
1,723
+176
+11% +$58.7K 0.25% 30
2024
Q4 		$625K Buy
+1,547
New +$498K 0.32% 26

Other funds holding TSLA

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

TradeWell Securities's TSLA Position: Q2 2026 in Review

TradeWell Securities increased its Tesla (TSLA) stake by 0.11% in Q2 2026, buying an estimated $795 and bringing the position to 1,850 shares worth $778K. The position accounts for 0.28% of the portfolio, ranked #29.

TradeWell Securities first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $894K in Q3 2025. 2,162 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • TradeWell Securities held 1,850 shares of Tesla worth $778K as of Q2 2026.
  • TradeWell Securities bought 2 Tesla shares in Q2 2026, an estimated $795.
  • Tesla made up 0.28% of TradeWell Securities's portfolio in Q2 2026, its #29 holding.
  • TradeWell Securities first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • TradeWell Securities's Tesla position peaked at $894K in Q3 2025.
  • 2,162 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on TradeWell Securities's 13F filing for Q2 2026, filed 28 Jul 2026.