WE
TSLA icon

Wealth Effects’s Tesla TSLA Stock Holding History

Wealth Effects’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 		$2.76M Sell
6,552
-113
-2% -$44.9K 0.74% 25
2026
Q1 		$2.48M Sell
6,665
-690
-9% -$284K 0.88% 19
2025
Q4 		$3.31M Sell
7,355
-105
-1% -$46.5K 1.03% 15
2025
Q3 		$3.32M Buy
7,460
+480
+7% +$166K 1.07% 15
2025
Q2 		$2.22M Sell
6,980
-30
-0.4% -$9.04K 0.83% 22
2025
Q1 		$1.82M Buy
7,010
+340
+5% +$113K 0.76% 26
2024
Q4 		$2.69M Sell
6,670
-220
-3% -$70.8K 0.96% 16
2024
Q3 		$1.8M Buy
6,890
+905
+15% +$206K 0.63% 34
2024
Q2 		$1.18M Buy
5,985
+829
+16% +$145K 0.43% 49
2024
Q1 		$906K Sell
5,156
-1,543
-23% -$301K 0.33% 62
2023
Q4 		$1.66M Buy
6,699
+51
+0.8% +$12.1K 0.63% 31
2023
Q3 		$1.66M Sell
6,648
-465
-7% -$119K 0.82% 20
2023
Q2 		$1.86M Sell
7,113
-17
-0.2% -$3.4K 0.82% 18
2023
Q1 		$1.48M Buy
7,130
+237
+3% +$41.3K 0.76% 29
2022
Q4 		$849K Buy
6,893
+653
+10% +$124K 0.48% 49
2022
Q3 		$1.66M Buy
6,240
+30
+0.5% +$8.38K 1.01% 21
2022
Q2 		$1.39M Buy
6,210
+300
+5% +$81.9K 0.84% 27
2022
Q1 		$2.12M Sell
5,910
-150
-2% -$46.7K 0.99% 18
2021
Q4 		$2.13M Buy
+6,060
New +$2.03M 0.89% 22

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

Wealth Effects's TSLA Position: Q2 2026 in Review

Wealth Effects reduced its Tesla (TSLA) stake by 1.7% in Q2 2026, selling an estimated $44.9K and leaving 6,552 shares worth $2.76M. The position accounts for 0.74% of the portfolio, ranked #25.

Wealth Effects first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.32M in Q3 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Wealth Effects held 6,552 shares of Tesla worth $2.76M as of Q2 2026.
  • Wealth Effects sold 113 Tesla shares in Q2 2026, an estimated $44.9K.
  • Tesla made up 0.74% of Wealth Effects's portfolio in Q2 2026, its #25 holding.
  • Wealth Effects first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • Wealth Effects's Tesla position peaked at $3.32M in Q3 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.