Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$247K Sell
587
-300
-34% -$119K 0.15% 44
2026
Q1
$330K Buy
887
+15
+2% +$6.18K 0.22% 38
2025
Q4
$392K Hold
872
0.26% 38
2025
Q3
$388K Hold
872
0.25% 38
2025
Q2
$227K Buy
+872
New +$263K 0.18% 37
2025
Q1
Sell
-573
Closed -$231K 42
2024
Q4
$231K Buy
+573
New +$184K 0.17% 38

Other funds holding TSLA

U.S. Wealth Group's TSLA Position: Q2 2026 in Review

U.S. Wealth Group reduced its Tesla (TSLA) stake by 34% in Q2 2026, selling an estimated $119K and leaving 587 shares worth $247K. The position accounts for 0.15% of the portfolio, ranked #44.

U.S. Wealth Group first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $392K in Q4 2025. 4,302 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • U.S. Wealth Group held 587 shares of Tesla worth $247K as of Q2 2026.
  • U.S. Wealth Group sold 300 Tesla shares in Q2 2026, an estimated $119K.
  • Tesla made up 0.15% of U.S. Wealth Group's portfolio in Q2 2026, its #44 holding.
  • U.S. Wealth Group first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
  • U.S. Wealth Group's Tesla position peaked at $392K in Q4 2025.
  • 4,302 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on U.S. Wealth Group's 13F filing for Q2 2026, filed 10 Sep 2026.