WealthPoint Financial’s Tesla TSLA Stock Holding History

WealthPoint Financial’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	$369K	Buy	878 +86	+11%	+$34.2K	0.27%	83
2026 Q1	$294K	Buy	792 +89	+13%	+$36.7K	0.25%	98
2025 Q4	$316K	Buy	+703	New	+$312K	0.28%	82

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPoint Financial's TSLA Position: Q2 2026 in Review

WealthPoint Financial increased its Tesla (TSLA) stake by 11% in Q2 2026, buying an estimated $34.2K and bringing the position to 878 shares worth $369K. The position accounts for 0.27% of the portfolio, ranked #83.

WealthPoint Financial first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

WealthPoint Financial held 878 shares of Tesla worth $369K as of Q2 2026.
WealthPoint Financial bought 86 Tesla shares in Q2 2026, an estimated $34.2K.
Tesla made up 0.27% of WealthPoint Financial's portfolio in Q2 2026, its #83 holding.
WealthPoint Financial first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on WealthPoint Financial's 13F filing for Q2 2026, filed 6 Aug 2026.