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TSLA icon

Wealthquest’s Tesla TSLA Stock Holding History

Wealthquest’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 		$1.19M Buy
2,841
+361
+15% +$144K 0.08% 55
2026
Q1 		$922K Buy
2,480
+178
+8% +$73.3K 0.07% 59
2025
Q4 		$1.04M Buy
+2,302
New +$1.02M 0.08% 56
2025
Q3 		– Sell
-1,572
Closed -$499K – 117
2025
Q2 		$499K Buy
1,572
+171
+12% +$51.5K 0.04% 76
2025
Q1 		$363K Sell
1,401
-109
-7% -$36.3K 0.03% 90
2024
Q4 		$610K Sell
1,510
-20
-1% -$6.43K 0.05% 68
2024
Q3 		$395K Buy
1,530
+82
+6% +$18.7K 0.03% 81
2024
Q2 		$287K Buy
1,448
+10
+0.7% +$1.75K 0.03% 99
2024
Q1 		$253K Buy
1,438
+41
+3% +$8.01K 0.03% 114
2023
Q4 		$347K Sell
1,397
-108
-7% -$25.7K 0.04% 94
2023
Q3 		$377K Sell
1,505
-28
-2% -$7.19K 0.05% 87
2023
Q2 		$401K Sell
1,533
-484
-24% -$96.8K 0.05% 77
2023
Q1 		$418K Sell
2,017
-1,418
-41% -$247K 0.05% 78
2022
Q4 		$423K Buy
3,435
+1,670
+95% +$316K 0.05% 81
2022
Q3 		$468K Buy
1,765
+55
+3% +$15.4K 0.07% 78
2022
Q2 		$383K Buy
1,710
+63
+4% +$17.2K 0.06% 82
2022
Q1 		$580K Hold
1,647
– – 0.09% 73
2021
Q4 		$580K Sell
1,647
-6
-0.4% -$2.01K 0.09% 73
2021
Q3 		$427K Buy
1,653
+39
+2% +$9.18K 0.07% 80
2021
Q2 		$365K Sell
1,614
-312
-16% -$67.7K 0.06% 94
2021
Q1 		$428K Buy
1,926
+117
+6% +$29.4K 0.08% 87
2020
Q4 		$425K Buy
1,809
+15
+0.8% +$2.56K 0.09% 84
2020
Q3 		$256K Buy
+1,794
New +$212K 0.06% 93

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Wealthquest's TSLA Position: Q2 2026 in Review

Wealthquest increased its Tesla (TSLA) stake by 15% in Q2 2026, buying an estimated $144K and bringing the position to 2,841 shares worth $1.19M. The position accounts for 0.08% of the portfolio, ranked #55.

Wealthquest first reported a position in TSLA in Q3 2020 and has held it in 23 quarters since. 1,532 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Wealthquest held 2,841 shares of Tesla worth $1.19M as of Q2 2026.
  • Wealthquest bought 361 Tesla shares in Q2 2026, an estimated $144K.
  • Tesla made up 0.08% of Wealthquest's portfolio in Q2 2026, its #55 holding.
  • Wealthquest first reported a position in Tesla in Q3 2020 and has held it in 23 quarters since.
  • 1,532 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.