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Venturi Wealth Management’s Tesla TSLA Stock Holding History

Venturi Wealth Management’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 		$9.6M Sell
22,826
-1,991
-8% -$792K 0.37% 53
2026
Q1 		$9.23M Buy
24,817
+2,818
+13% +$1.16M 0.42% 56
2025
Q4 		$9.89M Buy
21,999
+2,568
+13% +$1.14M 0.44% 47
2025
Q3 		$8.64M Buy
19,431
+2,125
+12% +$737K 0.4% 49
2025
Q2 		$5.5M Buy
17,306
+4,105
+31% +$1.24M 0.27% 64
2025
Q1 		$3.42M Sell
13,201
-27
-0.2% -$9K 0.18% 72
2024
Q4 		$5.34M Sell
13,228
-2,902
-18% -$934K 0.26% 62
2024
Q3 		$4.22M Buy
16,130
+2,764
+21% +$630K 0.22% 66
2024
Q2 		$2.64M Sell
13,366
-1,127
-8% -$197K 0.16% 81
2024
Q1 		$2.55M Buy
14,493
+5,828
+67% +$1.14M 0.16% 80
2023
Q4 		$2.15M Buy
8,665
+2,851
+49% +$678K 0.15% 88
2023
Q3 		$1.45M Buy
+5,814
New +$1.49M 0.11% 108
2023
Q2 		– Sell
-4,943
Closed -$1.03M – 1279
2023
Q1 		$1.03M Buy
4,943
+1,753
+55% +$306K 0.08% 155
2022
Q4 		$393K Sell
3,190
-1,137
-26% -$215K 0.03% 252
2022
Q3 		$1.15M Buy
4,327
+1,660
+62% +$464K 0.11% 113
2022
Q2 		$599K Sell
2,667
-84
-3% -$22.9K 0.05% 205
2022
Q1 		$988K Buy
2,751
+1,119
+69% +$349K 0.08% 163
2021
Q4 		$575K Sell
1,632
-87
-5% -$29.2K 0.04% 236
2021
Q3 		$444K Buy
1,719
+105
+7% +$24.7K 0.04% 247
2021
Q2 		$366K Buy
+1,614
New +$350K 0.03% 255

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

Venturi Wealth Management's TSLA Position: Q2 2026 in Review

Venturi Wealth Management reduced its Tesla (TSLA) stake by 8% in Q2 2026, selling an estimated $792K and leaving 22,826 shares worth $9.6M. The position accounts for 0.37% of the portfolio, ranked #53.

Venturi Wealth Management first reported a position in TSLA in Q2 2021 and has held it in 20 quarters since. The position peaked at $9.89M in Q4 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Venturi Wealth Management held 22,826 shares of Tesla worth $9.6M as of Q2 2026.
  • Venturi Wealth Management sold 1,991 Tesla shares in Q2 2026, an estimated $792K.
  • Tesla made up 0.37% of Venturi Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Venturi Wealth Management first reported a position in Tesla in Q2 2021 and has held it in 20 quarters since.
  • Venturi Wealth Management's Tesla position peaked at $9.89M in Q4 2025.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.