Triad Wealth Partners’s Tesla TSLA Stock Holding History

Triad Wealth Partners’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	$5.83M	Buy	18,104 +921	+5%	+$366K	0.34%	53
2026 Q1	$5.23M	Buy	17,183 +4,511	+36%	+$1.86M	0.41%	53
2025 Q4	$5.7M	Sell	12,672 -1,661	-12%	-$736K	0.54%	43
2025 Q3	$5.01M	Buy	14,333 +10,249	+251%	+$3.55M	0.65%	36
2025 Q2	$1.3M	Buy	4,084 +638	+19%	+$192K	0.26%	66
2025 Q1	$893K	Buy	3,446 +1,382	+67%	+$461K	0.28%	63
2024 Q4	$834K	Buy	+2,064	New	+$664K	0.3%	58
2024 Q3	–	Sell	-1,816	Closed	-$359K	–	837
2024 Q2	$359K	Hold	1,816	–	–	0.19%	54
2024 Q1	$319K	Buy	+1,816	New	+$355K	0.24%	39

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

Triad Wealth Partners's TSLA Position: Q2 2026 in Review

Triad Wealth Partners increased its Tesla (TSLA) stake by 5.4% in Q2 2026, buying an estimated $366K and bringing the position to 18,104 shares worth $5.83M. The position accounts for 0.34% of the portfolio, ranked #53.

Triad Wealth Partners first reported a position in TSLA in Q1 2024 and has held it in 9 quarters since. 4,307 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Triad Wealth Partners held 18,104 shares of Tesla worth $5.83M as of Q2 2026.
Triad Wealth Partners bought 921 Tesla shares in Q2 2026, an estimated $366K.
Tesla made up 0.34% of Triad Wealth Partners's portfolio in Q2 2026, its #53 holding.
Triad Wealth Partners first reported a position in Tesla in Q1 2024 and has held it in 9 quarters since.
4,307 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.