TWM
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Tradition Wealth Management’s Tesla TSLA Stock Holding History

Tradition 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 		$6.47M Buy
15,379
+104
+0.7% +$41.4K 0.4% 64
2026
Q1 		$5.68M Buy
15,275
+940
+7% +$387K 0.4% 62
2025
Q4 		$6.45M Buy
14,335
+399
+3% +$177K 0.46% 55
2025
Q3 		$6.2M Buy
13,936
+902
+7% +$313K 0.46% 59
2025
Q2 		$4.14M Buy
13,034
+1,241
+11% +$374K 0.33% 76
2025
Q1 		$3.06M Buy
11,793
+2,975
+34% +$991K 0.27% 82
2024
Q4 		$3.56M Buy
8,818
+1,328
+18% +$427K 0.31% 74
2024
Q3 		$1.96M Buy
7,490
+1,108
+17% +$253K 0.17% 106
2024
Q2 		$1.26M Sell
6,382
-1,681
-21% -$294K 0.12% 141
2024
Q1 		$1.42M Buy
8,063
+133
+2% +$26K 0.14% 124
2023
Q4 		$1.97M Buy
7,930
+374
+5% +$88.9K 0.21% 89
2023
Q3 		$1.89M Buy
7,556
+320
+4% +$82.2K 0.23% 82
2023
Q2 		$1.89M Buy
7,236
+804
+13% +$161K 0.22% 87
2023
Q1 		$1.33M Buy
6,432
+2,718
+73% +$474K 0.17% 101
2022
Q4 		$458K Buy
3,714
+98
+3% +$18.6K 0.06% 168
2022
Q3 		$959K Buy
3,616
+37
+1% +$10.3K 0.14% 111
2022
Q2 		$803K Sell
3,579
-1,302
-27% -$355K 0.12% 123
2022
Q1 		$1.75M Buy
4,881
+504
+12% +$157K 0.22% 91
2021
Q4 		$1.54M Sell
4,377
-24
-0.5% -$8.05K 0.19% 104
2021
Q3 		$1.14M Sell
4,401
-81
-2% -$19.1K 0.16% 116
2021
Q2 		$1.01M Buy
4,482
+1,458
+48% +$317K 0.15% 120
2021
Q1 		$673K Buy
3,024
+84
+3% +$21.1K 0.12% 138
2020
Q4 		$692K Buy
+2,940
New +$502K 0.13% 116

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

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

Tradition Wealth Management increased its Tesla (TSLA) stake by 0.68% in Q2 2026, buying an estimated $41.4K and bringing the position to 15,379 shares worth $6.47M. The position accounts for 0.4% of the portfolio, ranked #64.

Tradition Wealth Management first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. 4,308 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Tradition Wealth Management held 15,379 shares of Tesla worth $6.47M as of Q2 2026.
  • Tradition Wealth Management bought 104 Tesla shares in Q2 2026, an estimated $41.4K.
  • Tesla made up 0.4% of Tradition Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Tradition Wealth Management first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
  • 4,308 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.