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Ullmann Wealth Partners Group’s Tesla TSLA Stock Holding History

Ullmann Wealth Partners Group’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 		$1.28M Sell
3,042
-49
-2% -$19.5K 0.12% 72
2026
Q1 		$1.15M Buy
3,091
+204
+7% +$84K 0.12% 71
2025
Q4 		$1.32M Buy
2,887
+6
+0.2% +$2.66K 0.14% 67
2025
Q3 		$1.28M Sell
2,881
-16
-0.6% -$5.55K 0.14% 66
2025
Q2 		$920K Buy
2,897
+527
+22% +$159K 0.11% 69
2025
Q1 		$614K Sell
2,370
-376
-14% -$125K 0.08% 80
2024
Q4 		$1.11M Buy
2,746
+286
+12% +$92K 0.14% 56
2024
Q3 		$644K Buy
2,460
+594
+32% +$135K 0.08% 76
2024
Q2 		$369K Buy
1,866
+252
+16% +$44K 0.05% 86
2024
Q1 		$284K Buy
1,614
+192
+14% +$37.5K 0.04% 93
2023
Q4 		$353K Buy
1,422
+308
+28% +$73.2K 0.06% 81
2023
Q3 		$279K Buy
1,114
+201
+22% +$51.6K 0.05% 86
2023
Q2 		$239K Buy
+913
New +$183K 0.05% 92
2017
Q3 		– Sell
-2,625
Closed -$63K – 127
2017
Q2 		$63K Sell
2,625
-1,125
-30% -$24.8K 0.05% 85
2017
Q1 		$69K Buy
+3,750
New +$63.4K 0.06% 76

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

Ullmann Wealth Partners Group's TSLA Position: Q2 2026 in Review

Ullmann Wealth Partners Group reduced its Tesla (TSLA) stake by 1.6% in Q2 2026, selling an estimated $19.5K and leaving 3,042 shares worth $1.28M. The position accounts for 0.12% of the portfolio, ranked #72.

Ullmann Wealth Partners Group first reported a position in TSLA in Q1 2017 and has held it in 15 quarters since. The position peaked at $1.32M in Q4 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Ullmann Wealth Partners Group held 3,042 shares of Tesla worth $1.28M as of Q2 2026.
  • Ullmann Wealth Partners Group sold 49 Tesla shares in Q2 2026, an estimated $19.5K.
  • Tesla made up 0.12% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #72 holding.
  • Ullmann Wealth Partners Group first reported a position in Tesla in Q1 2017 and has held it in 15 quarters since.
  • Ullmann Wealth Partners Group's Tesla position peaked at $1.32M in Q4 2025.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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