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Wealth Management Partners’s Tesla TSLA Stock Holding History

Wealth Management Partners’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 		$6.72M Buy
15,970
+436
+3% +$173K 1.58% 15
2026
Q1 		$5.77M Buy
15,534
+980
+7% +$404K 1.65% 12
2025
Q4 		$6.55M Sell
14,554
-3,264
-18% -$1.45M 1.87% 12
2025
Q3 		$7.92M Buy
17,818
+81
+0.5% +$28.1K 2.52% 9
2025
Q2 		$5.21M Sell
17,737
-92
-0.5% -$27.7K 1.84% 11
2025
Q1 		$4.62M Buy
17,829
+1,160
+7% +$387K 2.14% 11
2024
Q4 		$6.73M Buy
16,669
+2,123
+15% +$683K 2.9% 9
2024
Q3 		$3.81M Buy
14,546
+1,184
+9% +$270K 1.76% 13
2024
Q2 		$2.64M Buy
13,362
+1,669
+14% +$292K 1.29% 20
2024
Q1 		$2.06M Buy
11,693
+223
+2% +$43.6K 1.04% 25
2023
Q4 		$2.85M Buy
11,470
+540
+5% +$128K 1.59% 16
2023
Q3 		$2.73M Sell
10,930
-71
-0.6% -$18.2K 1.71% 16
2023
Q2 		$2.88M Buy
11,001
+130
+1% +$26K 1.81% 16
2023
Q1 		$2.26M Buy
10,871
+871
+9% +$152K 1.58% 17
2022
Q4 		$1.29M Hold
10,000
– – 1.08% 22
2022
Q3 		$2.18M Buy
10,000
+1,000
+11% +$279K 1.92% 15
2022
Q2 		$2.16M Sell
9,000
-600
-6% -$164K 1.89% 16
2022
Q1 		$3.53M Buy
9,600
+600
+7% +$187K 2.51% 11
2021
Q4 		$3.29M Sell
9,000
-390
-4% -$131K 2.26% 13
2021
Q3 		$2.43M Buy
9,390
+264
+3% +$62.1K 1.8% 15
2021
Q2 		$2.07M Buy
9,126
+672
+8% +$146K 1.44% 18
2021
Q1 		$1.89M Sell
8,454
-171
-2% -$42.9K 1.41% 18
2020
Q4 		$2.54M Buy
+8,625
New +$1.47M 1.99% 12

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 Management Partners's TSLA Position: Q2 2026 in Review

Wealth Management Partners increased its Tesla (TSLA) stake by 2.8% in Q2 2026, buying an estimated $173K and bringing the position to 15,970 shares worth $6.72M. The position accounts for 1.58% of the portfolio, ranked #15.

Wealth Management Partners first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.92M in Q3 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Wealth Management Partners held 15,970 shares of Tesla worth $6.72M as of Q2 2026.
  • Wealth Management Partners bought 436 Tesla shares in Q2 2026, an estimated $173K.
  • Tesla made up 1.58% of Wealth Management Partners's portfolio in Q2 2026, its #15 holding.
  • Wealth Management Partners first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
  • Wealth Management Partners's Tesla position peaked at $7.92M in Q3 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.