WealthTrak Capital Management’s Tesla TSLA Stock Holding History

WealthTrak Capital Management’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	$329K	Buy	782 +11	+1%	+$4.38K	0.22%	65
2026 Q1	$287K	Sell	771 -7	-0.9%	-$2.88K	0.2%	71
2025 Q4	$350K	Buy	778 +118	+18%	+$52.3K	0.25%	56
2025 Q3	$294K	Buy	660 +54	+9%	+$18.7K	0.24%	68
2025 Q2	$193K	Buy	606 +116	+24%	+$34.9K	0.16%	73
2025 Q1	$127K	Buy	490 +24	+5%	+$8K	0.11%	76
2024 Q4	$188K	Buy	+466	New	+$150K	0.16%	69

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

WealthTrak Capital Management's TSLA Position: Q2 2026 in Review

WealthTrak Capital Management increased its Tesla (TSLA) stake by 1.4% in Q2 2026, buying an estimated $4.38K and bringing the position to 782 shares worth $329K. The position accounts for 0.22% of the portfolio, ranked #65.

WealthTrak Capital Management first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $350K in Q4 2025. 4,296 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

WealthTrak Capital Management held 782 shares of Tesla worth $329K as of Q2 2026.
WealthTrak Capital Management bought 11 Tesla shares in Q2 2026, an estimated $4.38K.
Tesla made up 0.22% of WealthTrak Capital Management's portfolio in Q2 2026, its #65 holding.
WealthTrak Capital Management first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
WealthTrak Capital Management's Tesla position peaked at $350K in Q4 2025.
4,296 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on WealthTrak Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.