Watershed Private Wealth’s Tesla TSLA Stock Holding History

Watershed 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	$2.96M	Hold	7,037	–	–	0.83%	28
2026 Q1	$2.62M	Sell	7,037 -30	-0.4%	-$12.4K	0.82%	30
2025 Q4	$3.18M	Buy	7,067 +2,346	+50%	+$1.04M	0.95%	27
2025 Q3	$2.1M	Hold	4,721	–	–	0.66%	33
2025 Q2	$1.5M	Sell	4,721 -1,314	-22%	-$396K	0.55%	35
2025 Q1	$1.56M	Sell	6,035 -563	-9%	-$188K	0.63%	32
2024 Q4	$2.66M	Sell	6,598 -968	-13%	-$311K	1.04%	22
2024 Q3	$1.98M	Buy	7,566 +608	+9%	+$139K	0.79%	29
2024 Q2	$1.38M	Sell	6,958 -1,385	-17%	-$242K	0.59%	34
2024 Q1	$1.47M	Buy	8,343 +3,689	+79%	+$721K	0.65%	33
2023 Q4	$1.16M	Sell	4,654 -2,433	-34%	-$578K	0.64%	41
2023 Q3	$1.77M	Hold	7,087	–	–	1.09%	29
2023 Q2	$1.86M	Buy	7,087 +340	+5%	+$68K	1.12%	30
2023 Q1	$1.4M	Sell	6,747 -197	-3%	-$34.4K	0.95%	34
2022 Q4	$855K	Buy	+6,944	New	+$1.31M	0.65%	44

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

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

Watershed Private Wealth held its Tesla (TSLA) position steady in Q2 2026 at 7,037 shares worth $2.96M. The position accounts for 0.83% of the portfolio, ranked #28.

Watershed Private Wealth first reported a position in TSLA in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.18M in Q4 2025. 4,267 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Watershed Private Wealth held 7,037 shares of Tesla worth $2.96M as of Q2 2026.
Watershed Private Wealth left its Tesla share count unchanged in Q2 2026.
Tesla made up 0.83% of Watershed Private Wealth's portfolio in Q2 2026, its #28 holding.
Watershed Private Wealth first reported a position in Tesla in Q4 2022 and has held it in 15 quarters since.
Watershed Private Wealth's Tesla position peaked at $3.18M in Q4 2025.
4,267 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.