WWMSC
TSLA icon

Wagner Wealth Management (South Carolina)’s Tesla TSLA Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$1.96M Buy
4,652
+114
+3% +$45.3K 0.36% 43
2026
Q1 		$1.69M Buy
4,538
+34
+0.8% +$14K 0.34% 42
2025
Q4 		$2.03M Buy
4,504
+380
+9% +$168K 0.43% 38
2025
Q3 		$1.83M Sell
4,124
-230
-5% -$79.8K 0.43% 36
2025
Q2 		$1.38M Buy
4,354
+551
+14% +$166K 0.32% 40
2025
Q1 		$986K Buy
3,803
+286
+8% +$95.3K 0.25% 50
2024
Q4 		$1.42M Buy
3,517
+5
+0.1% +$1.61K 0.37% 38
2024
Q3 		$919K Sell
3,512
-111
-3% -$25.3K 0.25% 49
2024
Q2 		$717K Buy
3,623
+155
+4% +$27.1K 0.21% 54
2024
Q1 		$610K Buy
3,468
+85
+3% +$16.6K 0.19% 61
2023
Q4 		$841K Sell
3,383
-1
-0% -$238 0.28% 58
2023
Q3 		$847K Buy
3,384
+44
+1% +$11.3K 0.31% 55
2023
Q2 		$874K Buy
3,340
+13
+0.4% +$2.6K 0.33% 55
2023
Q1 		$690K Buy
3,327
+146
+5% +$25.5K 0.31% 58
2022
Q4 		$392K Buy
3,181
+40
+1% +$7.57K 0.24% 71
2022
Q3 		$833K Hold
3,141
– – 0.62% 37
2022
Q2 		$705K Sell
3,141
-240
-7% -$65.5K 0.56% 43
2022
Q1 		$1.21M Sell
3,381
-153
-4% -$47.7K 0.85% 29
2021
Q4 		$1.25M Buy
3,534
+129
+4% +$43.3K 0.95% 23
2021
Q3 		$1.26M Sell
3,405
-885
-21% -$208K 1.01% 25
2021
Q2 		$972K Buy
4,290
+672
+19% +$146K 0.7% 38
2021
Q1 		$806K Buy
3,618
+1,101
+44% +$276K 0.63% 43
2020
Q4 		$592K Buy
+2,517
New +$430K 0.56% 55
2018
Q3 		$53K Sell
2,985
-1,965
-40% -$40.9K 0.04% 250
2018
Q2 		$113K Sell
4,950
-3,600
-42% -$73.2K 0.08% 168
2018
Q1 		$152K Buy
+8,550
New +$188K 0.12% 131

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

Wagner Wealth Management (South Carolina)'s TSLA Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its Tesla (TSLA) stake by 2.5% in Q2 2026, buying an estimated $45.3K and bringing the position to 4,652 shares worth $1.96M. The position accounts for 0.36% of the portfolio, ranked #43.

Wagner Wealth Management (South Carolina) first reported a position in TSLA in Q1 2018 and has held it in 26 quarters since. The position peaked at $2.03M in Q4 2025. 4,267 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 4,652 shares of Tesla worth $1.96M as of Q2 2026.
  • Wagner Wealth Management (South Carolina) bought 114 Tesla shares in Q2 2026, an estimated $45.3K.
  • Tesla made up 0.36% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #43 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Tesla in Q1 2018 and has held it in 26 quarters since.
  • Wagner Wealth Management (South Carolina)'s Tesla position peaked at $2.03M in Q4 2025.
  • 4,267 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.