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Uniting Wealth Partners’s Tesla TSLA Stock Holding History

Uniting 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 		$1.54M Sell
3,673
-692
-16% -$275K 0.31% 55
2026
Q1 		$1.62M Buy
4,365
+518
+13% +$213K 0.35% 50
2025
Q4 		$1.73M Buy
3,847
+112
+3% +$49.6K 0.53% 33
2025
Q3 		$1.66M Buy
3,735
+770
+26% +$267K 0.39% 49
2025
Q2 		$942K Buy
2,965
+798
+37% +$240K 0.36% 40
2025
Q1 		$562K Buy
2,167
+905
+72% +$302K 0.28% 43
2024
Q4 		$510K Buy
+1,262
New +$406K 0.25% 46

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

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

Uniting Wealth Partners reduced its Tesla (TSLA) stake by 16% in Q2 2026, selling an estimated $275K and leaving 3,673 shares worth $1.54M. The position accounts for 0.31% of the portfolio, ranked #55.

Uniting Wealth Partners first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.73M in Q4 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Uniting Wealth Partners held 3,673 shares of Tesla worth $1.54M as of Q2 2026.
  • Uniting Wealth Partners sold 692 Tesla shares in Q2 2026, an estimated $275K.
  • Tesla made up 0.31% of Uniting Wealth Partners's portfolio in Q2 2026, its #55 holding.
  • Uniting Wealth Partners first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • Uniting Wealth Partners's Tesla position peaked at $1.73M in Q4 2025.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.