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Wealth Forward LLC’s Tesla TSLA Stock Holding History

Wealth Forward LLC’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 		$314K Buy
746
+90
+14% +$35.8K 0.16% 37
2026
Q1 		$244K Buy
656
+5
+0.8% +$2.06K 0.14% 40
2025
Q4 		$293K Buy
651
+49
+8% +$21.7K 0.17% 36
2025
Q3 		$268K Buy
+602
New +$209K 0.16% 34

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 Forward LLC's TSLA Position: Q2 2026 in Review

Wealth Forward LLC increased its Tesla (TSLA) stake by 14% in Q2 2026, buying an estimated $35.8K and bringing the position to 746 shares worth $314K. The position accounts for 0.16% of the portfolio, ranked #37.

Wealth Forward LLC first reported a position in TSLA in Q3 2025 and has held it in 4 quarters since. 4,298 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Wealth Forward LLC held 746 shares of Tesla worth $314K as of Q2 2026.
  • Wealth Forward LLC bought 90 Tesla shares in Q2 2026, an estimated $35.8K.
  • Tesla made up 0.16% of Wealth Forward LLC's portfolio in Q2 2026, its #37 holding.
  • Wealth Forward LLC first reported a position in Tesla in Q3 2025 and has held it in 4 quarters since.
  • 4,298 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Wealth Forward LLC's 13F filing for Q2 2026, filed 29 Jul 2026.