WKWM
TSLA icon

Walter & Keenan Wealth Management’s Tesla TSLA Stock Holding History

Walter & Keenan 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 		$953K Buy
2,265
+1
+0% +$398 0.24% 74
2026
Q1 		$842K Buy
2,264
+12
+0.5% +$4.94K 0.24% 77
2025
Q4 		$1.01M Buy
2,252
+91
+4% +$40.3K 0.27% 69
2025
Q3 		$961K Buy
2,161
+11
+0.5% +$3.81K 0.27% 69
2025
Q2 		$683K Buy
2,150
+933
+77% +$281K 0.2% 95
2025
Q1 		$315K Buy
1,217
+583
+92% +$194K 0.1% 125
2024
Q4 		$256K Buy
+634
New +$204K 0.08% 133
2024
Q1 		– Sell
-1,012
Closed -$251K – 147
2023
Q4 		$251K Sell
1,012
-24
-2% -$5.7K 0.09% 130
2023
Q3 		$259K Buy
1,036
+123
+13% +$31.6K 0.1% 123
2023
Q2 		$239K Buy
+913
New +$183K 0.09% 129
2020
Q2 		– Sell
-19,410
Closed -$623K – 181
2020
Q1 		$623K Buy
+19,410
New +$805K 0.25% 50

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

Walter & Keenan Wealth Management's TSLA Position: Q2 2026 in Review

Walter & Keenan Wealth Management increased its Tesla (TSLA) stake by 0.04% in Q2 2026, buying an estimated $398 and bringing the position to 2,265 shares worth $953K. The position accounts for 0.24% of the portfolio, ranked #74.

Walter & Keenan Wealth Management first reported a position in TSLA in Q1 2020 and has held it in 11 quarters since. The position peaked at $1.01M in Q4 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Walter & Keenan Wealth Management held 2,265 shares of Tesla worth $953K as of Q2 2026.
  • Walter & Keenan Wealth Management bought 1 Tesla share in Q2 2026, an estimated $398.
  • Tesla made up 0.24% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Walter & Keenan Wealth Management first reported a position in Tesla in Q1 2020 and has held it in 11 quarters since.
  • Walter & Keenan Wealth Management's Tesla position peaked at $1.01M in Q4 2025.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.