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True Wealth Design’s Tesla TSLA Stock Holding History

True Wealth Design’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 		$299K Buy
712
+131
+23% +$52.1K 0.07% 69
2026
Q1 		$216K Buy
581
+54
+10% +$22.2K 0.06% 84
2025
Q4 		$237K Buy
527
+53
+11% +$23.5K 0.07% 68
2025
Q3 		$211K Buy
474
+129
+37% +$44.7K 0.06% 64
2025
Q2 		$110K Buy
345
+154
+81% +$46.4K 0.04% 96
2025
Q1 		$49.5K Buy
191
+121
+173% +$40.3K 0.02% 184
2024
Q4 		$28.2K Buy
70
+31
+79% +$9.97K 0.01% 272
2024
Q3 		$10.2K Sell
39
-12
-24% -$2.74K ﹤0.01% 416
2024
Q2 		$10.1K Buy
51
+7
+16% +$1.22K ﹤0.01% 243
2024
Q1 		$7.74K Buy
44
+13
+42% +$2.54K ﹤0.01% 258
2023
Q4 		$7.7K Hold
31
– – ﹤0.01% 242
2023
Q3 		$7.76K Buy
31
+6
+24% +$1.54K ﹤0.01% 214
2023
Q2 		$6.54K Sell
25
-2,500
-99% -$500K ﹤0.01% 233
2023
Q1 		$524K Buy
2,525
+60
+2% +$10.5K 0.22% 107
2022
Q4 		$304K Buy
+2,465
New +$467K 0.14% 105

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

True Wealth Design's TSLA Position: Q2 2026 in Review

True Wealth Design increased its Tesla (TSLA) stake by 23% in Q2 2026, buying an estimated $52.1K and bringing the position to 712 shares worth $299K. The position accounts for 0.07% of the portfolio, ranked #69.

True Wealth Design first reported a position in TSLA in Q4 2022 and has held it in 15 quarters since. The position peaked at $524K in Q1 2023. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • True Wealth Design held 712 shares of Tesla worth $299K as of Q2 2026.
  • True Wealth Design bought 131 Tesla shares in Q2 2026, an estimated $52.1K.
  • Tesla made up 0.07% of True Wealth Design's portfolio in Q2 2026, its #69 holding.
  • True Wealth Design first reported a position in Tesla in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Tesla position peaked at $524K in Q1 2023.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.