WWC
TSLA icon

Waypoint Wealth Counsel’s Tesla TSLA Stock Holding History

Waypoint Wealth Counsel’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
Q1 		– Hold
0
– -$180K – 289
2025
Q4 		– Hold
0
– – – 274
2025
Q1 		– Hold
0
– -$121K – 123
2024
Q4 		– Hold
0
– – – 96

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

Waypoint Wealth Counsel's TSLA Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Tesla (TSLA) stake by 42% in Q2 2026, selling an estimated $311K and leaving 1,075 shares worth $452K. The position accounts for 0.28% of the portfolio, ranked #61.

Waypoint Wealth Counsel first reported a position in TSLA in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.38M in Q4 2025. 4,294 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Waypoint Wealth Counsel held 1,075 shares of Tesla worth $452K as of Q2 2026.
  • Waypoint Wealth Counsel sold 782 Tesla shares in Q2 2026, an estimated $311K.
  • Tesla made up 0.28% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #61 holding.
  • Waypoint Wealth Counsel first reported a position in Tesla in Q3 2023 and has held it in 12 quarters since.
  • Waypoint Wealth Counsel's Tesla position peaked at $1.38M in Q4 2025.
  • 4,294 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.