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Vivid Wealth Management’s Tesla TSLA Stock Holding History

Vivid 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 		$4.55M Buy
10,811
+207
+2% +$82.3K 1.6% 12
2026
Q1 		$3.94M Buy
10,604
+12
+0.1% +$4.94K 1.6% 10
2025
Q4 		$4.76M Buy
10,592
+14
+0.1% +$6.21K 1.85% 9
2025
Q3 		$4.7M Sell
10,578
-1,654
-14% -$574K 1.87% 8
2025
Q2 		$3.89M Sell
12,232
-274
-2% -$82.5K 1.71% 13
2025
Q1 		$3.24M Buy
12,506
+921
+8% +$307K 1.62% 12
2024
Q4 		$4.68M Sell
11,585
-3,188
-22% -$1.03M 2.37% 7
2024
Q3 		$3.87M Sell
14,773
-395
-3% -$90.1K 2.02% 11
2024
Q2 		$3M Buy
15,168
+12,662
+505% +$2.21M 1.68% 18
2024
Q1 		$441K Buy
2,506
+160
+7% +$31.3K 0.28% 63
2023
Q4 		$583K Buy
+2,346
New +$558K 0.4% 44

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

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

Vivid Wealth Management increased its Tesla (TSLA) stake by 2% in Q2 2026, buying an estimated $82.3K and bringing the position to 10,811 shares worth $4.55M. The position accounts for 1.6% of the portfolio, ranked #12.

Vivid Wealth Management first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.76M in Q4 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Vivid Wealth Management held 10,811 shares of Tesla worth $4.55M as of Q2 2026.
  • Vivid Wealth Management bought 207 Tesla shares in Q2 2026, an estimated $82.3K.
  • Tesla made up 1.6% of Vivid Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Vivid Wealth Management first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
  • Vivid Wealth Management's Tesla position peaked at $4.76M in Q4 2025.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Vivid Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.