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Wealthspan Partners’s Tesla TSLA Stock Holding History

Wealthspan 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 		$548K Sell
1,304
-12
-0.9% -$4.77K 0.17% 79
2026
Q1 		$489K Buy
1,316
+20
+2% +$8.24K 0.17% 79
2025
Q4 		$583K Hold
1,296
– – 0.21% 69
2025
Q3 		$576K Sell
1,296
-72
-5% -$25K 0.22% 69
2025
Q2 		$435K Buy
1,368
+20
+1% +$6.03K 0.18% 75
2025
Q1 		$349K Sell
1,348
-63
-4% -$21K 0.16% 83
2024
Q4 		$570K Buy
1,411
+8
+0.6% +$2.57K 0.27% 59
2024
Q3 		$367K Sell
1,403
-27
-2% -$6.16K 0.18% 80
2024
Q2 		$283K Buy
1,430
+150
+12% +$26.2K 0.16% 83
2024
Q1 		$225K Buy
+1,280
New +$250K 0.13% 91

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

Wealthspan Partners's TSLA Position: Q2 2026 in Review

Wealthspan Partners reduced its Tesla (TSLA) stake by 0.91% in Q2 2026, selling an estimated $4.77K and leaving 1,304 shares worth $548K. The position accounts for 0.17% of the portfolio, ranked #79.

Wealthspan Partners first reported a position in TSLA in Q1 2024 and has held it in 10 quarters since. The position peaked at $583K in Q4 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Wealthspan Partners held 1,304 shares of Tesla worth $548K as of Q2 2026.
  • Wealthspan Partners sold 12 Tesla shares in Q2 2026, an estimated $4.77K.
  • Tesla made up 0.17% of Wealthspan Partners's portfolio in Q2 2026, its #79 holding.
  • Wealthspan Partners first reported a position in Tesla in Q1 2024 and has held it in 10 quarters since.
  • Wealthspan Partners's Tesla position peaked at $583K in Q4 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.