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Valley Wealth Managers’s Tesla TSLA Stock Holding History

Valley Wealth Managers’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 		$7.15K Hold
17
– – ﹤0.01% 298
2026
Q1 		$6.32K Sell
17
-729
-98% -$300K ﹤0.01% 284
2025
Q4 		$335K Buy
+746
New +$331K 0.02% 168
2024
Q3 		– Sell
-130
Closed -$25.7K – 443
2024
Q2 		$25.7K Buy
+130
New +$22.7K ﹤0.01% 247
2022
Q4 		– Sell
-360
Closed -$68.2K – 453
2022
Q3 		$95K Buy
360
+6
+2% +$1.68K 0.01% 208
2022
Q2 		$79K Buy
+354
New +$96.6K 0.01% 228

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

Valley Wealth Managers's TSLA Position: Q2 2026 in Review

Valley Wealth Managers held its Tesla (TSLA) position steady in Q2 2026 at 17 shares worth $7.15K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Valley Wealth Managers first reported a position in TSLA in Q2 2022 and has held it in 6 quarters since. The position peaked at $335K in Q4 2025. 4,294 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Valley Wealth Managers held 17 shares of Tesla worth $7.15K as of Q2 2026.
  • Valley Wealth Managers left its Tesla share count unchanged in Q2 2026.
  • Tesla made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #298 holding.
  • Valley Wealth Managers first reported a position in Tesla in Q2 2022 and has held it in 6 quarters since.
  • Valley Wealth Managers's Tesla position peaked at $335K in Q4 2025.
  • 4,294 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.