Waldron Private Wealth’s Tesla TSLA Stock Holding History

Waldron Private Wealth’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	$2.59M	Sell	6,155 -661	-10%	-$263K	0.09%	82
2026 Q1	$2.53M	Buy	6,816 +352	+5%	+$145K	0.1%	84
2025 Q4	$2.91M	Sell	6,464 -892	-12%	-$395K	0.11%	73
2025 Q3	$3.27M	Buy	7,356 +1,856	+34%	+$644K	0.13%	73
2025 Q2	$1.75M	Buy	5,500 +318	+6%	+$95.8K	0.08%	95
2025 Q1	$1.34M	Sell	5,182 -11,181	-68%	-$3.73M	0.06%	111
2024 Q4	$6.61M	Sell	16,363 -17	-0.1%	-$5.47K	0.27%	53
2024 Q3	$4.29M	Buy	16,380 +1,152	+8%	+$263K	0.18%	71
2024 Q2	$3.01M	Buy	15,228 +2,018	+15%	+$353K	0.13%	80
2024 Q1	$2.32M	Sell	13,210 -1,550	-11%	-$303K	0.1%	92
2023 Q4	$3.67M	Sell	14,760 -674	-4%	-$160K	0.17%	66
2023 Q3	$3.86M	Buy	15,434 +732	+5%	+$188K	0.2%	65
2023 Q2	$3.85M	Sell	14,702 -1,578	-10%	-$316K	0.19%	68
2023 Q1	$3.38M	Sell	16,280 -136	-0.8%	-$23.7K	0.16%	78
2022 Q4	$4.35M	Hold	16,416	–	–	0.27%	55
2022 Q3	$4.35M	Buy	16,416 +1,833	+13%	+$512K	0.27%	55
2022 Q2	$3.27M	Buy	14,583 +1,362	+10%	+$372K	0.18%	76
2022 Q1	$4.75M	Buy	13,221 +2,619	+25%	+$816K	0.24%	63
2021 Q4	$3.73M	Buy	10,602 +1,221	+13%	+$410K	0.18%	78
2021 Q3	$2.42M	Buy	9,381 +1,365	+17%	+$321K	0.14%	93
2021 Q2	$1.82M	Sell	8,016 -450	-5%	-$97.7K	0.12%	104
2021 Q1	$1.88M	Buy	8,466 +975	+13%	+$245K	0.13%	93
2020 Q4	$1.76M	Buy	7,491 +435	+6%	+$74.2K	0.13%	96
2020 Q3	$1.01M	Buy	7,056 +531	+8%	+$62.7K	0.09%	115
2020 Q2	$469K	Buy	+6,525	New	+$353K	0.04%	158

Other funds holding TSLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

NAH

Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Waldron Private Wealth's TSLA Position: Q2 2026 in Review

Waldron Private Wealth reduced its Tesla (TSLA) stake by 9.7% in Q2 2026, selling an estimated $263K and leaving 6,155 shares worth $2.59M. The position accounts for 0.09% of the portfolio, ranked #82.

Waldron Private Wealth first reported a position in TSLA in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.61M in Q4 2024. 890 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Waldron Private Wealth held 6,155 shares of Tesla worth $2.59M as of Q2 2026.
Waldron Private Wealth sold 661 Tesla shares in Q2 2026, an estimated $263K.
Tesla made up 0.09% of Waldron Private Wealth's portfolio in Q2 2026, its #82 holding.
Waldron Private Wealth first reported a position in Tesla in Q2 2020 and has held it in 25 quarters since.
Waldron Private Wealth's Tesla position peaked at $6.61M in Q4 2024.
890 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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