Vertrix Wealth Management’s Tesla TSLA Stock Holding History

Vertrix 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	$396K	Sell	941 -32	-3%	-$12.7K	0.13%	84
2026 Q1	$362K	Buy	+973	New	+$401K	0.13%	82

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vertrix Wealth Management reduced its Tesla (TSLA) stake by 3.3% in Q2 2026, selling an estimated $12.7K and leaving 941 shares worth $396K. The position accounts for 0.13% of the portfolio, ranked #84.

Vertrix Wealth Management first reported a position in TSLA in Q1 2026 and has held it in 2 quarters since. 4,269 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Vertrix Wealth Management held 941 shares of Tesla worth $396K as of Q2 2026.
Vertrix Wealth Management sold 32 Tesla shares in Q2 2026, an estimated $12.7K.
Tesla made up 0.13% of Vertrix Wealth Management's portfolio in Q2 2026, its #84 holding.
Vertrix Wealth Management first reported a position in Tesla in Q1 2026 and has held it in 2 quarters since.
4,269 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.