Trajan Wealth’s Tesla TSLA Stock Holding History

Trajan Wealth’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	–	Sell	-1,359	Closed	-$505K	–	163
2026 Q1	$505K	Sell	1,359 -476	-26%	-$196K	0.02%	118
2025 Q4	$825K	Buy	1,835 +457	+33%	+$203K	0.03%	113
2025 Q3	$613K	Buy	+1,378	New	+$478K	0.03%	116

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Trajan Wealth's TSLA Position: Q2 2026 in Review

Trajan Wealth sold out of Tesla (TSLA) in Q2 2026, closing a stake of 1,359 shares — an estimated $505K sold.

Trajan Wealth first reported a position in TSLA in Q3 2025 and held it in 3 quarters. The position peaked at $825K in Q4 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Trajan Wealth reported no remaining Tesla position as of Q2 2026 after selling out during the quarter.
Trajan Wealth sold 1,359 Tesla shares in Q2 2026, an estimated $505K.
Trajan Wealth first reported a position in Tesla in Q3 2025 and held it in 3 quarters.
Trajan Wealth's Tesla position peaked at $825K in Q4 2025.
4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.