Waterway Wealth Management’s Tesla TSLA Stock Holding History

Waterway 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	$1.24M	Sell	2,956 -345	-10%	-$137K	0.25%	48
2026 Q1	$1.23M	Buy	3,301 +181	+6%	+$74.6K	0.27%	41
2025 Q4	$1.4M	Buy	3,120 +72	+2%	+$31.9K	0.32%	35
2025 Q3	$1.36M	Buy	3,048 +361	+13%	+$125K	0.32%	33
2025 Q2	$854K	Buy	2,687 +1,192	+80%	+$359K	0.26%	37
2025 Q1	$387K	Buy	1,495 +266	+22%	+$88.6K	0.16%	56
2024 Q4	$496K	Buy	1,229 +100	+9%	+$32.2K	0.22%	51
2024 Q3	$295K	Buy	+1,129	New	+$257K	0.13%	59
2024 Q2	–	Sell	-1,701	Closed	-$299K	–	74
2024 Q1	$299K	Buy	1,701 +865	+103%	+$169K	0.13%	57
2023 Q4	$208K	Buy	+836	New	+$199K	0.09%	63

Other funds holding TSLA

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

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

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

Waterway Wealth Management reduced its Tesla (TSLA) stake by 10% in Q2 2026, selling an estimated $137K and leaving 2,956 shares worth $1.24M. The position accounts for 0.25% of the portfolio, ranked #48.

Waterway Wealth Management first reported a position in TSLA in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.4M in Q4 2025. 1,145 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Waterway Wealth Management held 2,956 shares of Tesla worth $1.24M as of Q2 2026.
Waterway Wealth Management sold 345 Tesla shares in Q2 2026, an estimated $137K.
Tesla made up 0.25% of Waterway Wealth Management's portfolio in Q2 2026, its #48 holding.
Waterway Wealth Management first reported a position in Tesla in Q4 2023 and has held it in 10 quarters since.
Waterway Wealth Management's Tesla position peaked at $1.4M in Q4 2025.
1,145 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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