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Weatherly Asset Management’s Tesla TSLA Stock Holding History

Weatherly Asset 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 		$3.76M Sell
8,946
-47
-0.5% -$18.7K 0.27% 60
2026
Q1 		$3.34M Buy
8,993
+30
+0.3% +$12.4K 0.27% 63
2025
Q4 		$4.03M Sell
8,963
-76
-0.8% -$33.7K 0.31% 55
2025
Q3 		$4.02M Sell
9,039
-218
-2% -$75.6K 0.33% 54
2025
Q2 		$2.94M Buy
9,257
+49
+0.5% +$14.8K 0.25% 65
2025
Q1 		$2.39M Sell
9,208
-5,771
-39% -$1.92M 0.21% 70
2024
Q4 		$6.05M Buy
14,979
+40
+0.3% +$12.9K 0.54% 37
2024
Q3 		$3.91M Buy
14,939
+248
+2% +$56.6K 0.34% 50
2024
Q2 		$2.91M Sell
14,691
-75
-0.5% -$13.1K 0.27% 55
2024
Q1 		$2.6M Sell
14,766
-405
-3% -$79.1K 0.25% 64
2023
Q4 		$3.77M Sell
15,171
-96
-0.6% -$22.8K 0.41% 45
2023
Q3 		$3.82M Buy
15,267
+90
+0.6% +$23.1K 0.46% 40
2023
Q2 		$3.97M Sell
15,177
-50
-0.3% -$10K 0.46% 42
2023
Q1 		$3.16M Sell
15,227
-35
-0.2% -$6.11K 0.41% 50
2022
Q4 		$1.88M Buy
15,262
+127
+0.8% +$24K 0.26% 72
2022
Q3 		$4.01M Sell
15,135
-150
-1% -$41.9K 0.58% 35
2022
Q2 		$3.43M Sell
15,285
-90
-0.6% -$24.6K 0.48% 43
2022
Q1 		$5.52M Buy
15,375
+825
+6% +$257K 0.65% 32
2021
Q4 		$5.13M Sell
14,550
-4,080
-22% -$1.37M 0.57% 35
2021
Q3 		$4.82M Sell
18,630
-795
-4% -$187K 0.59% 34
2021
Q2 		$4.4M Hold
19,425
– – 0.55% 36
2021
Q1 		$4.33M Sell
19,425
-1,455
-7% -$365K 0.6% 33
2020
Q4 		$4.91M Sell
20,880
-165
-0.8% -$28.2K 0.71% 29
2020
Q3 		$3.01M Sell
21,045
-420
-2% -$49.6K 0.49% 41
2020
Q2 		$1.54M Buy
21,465
+15
+0.1% +$811 0.27% 69
2020
Q1 		$749K Sell
21,450
-1,080
-5% -$44.8K 0.16% 92
2019
Q4 		$628K Hold
22,530
– – 0.12% 122
2019
Q3 		$362K Hold
22,530
– – 0.08% 144
2019
Q2 		$336K Sell
22,530
-1,695
-7% -$26.4K 0.07% 149
2019
Q1 		$452K Sell
24,225
-75
-0.3% -$1.51K 0.09% 133
2018
Q4 		$539K Hold
24,300
– – 0.13% 126
2018
Q3 		$429K Sell
24,300
-7,800
-24% -$162K 0.09% 145
2018
Q2 		$734K Hold
32,100
– – 0.17% 103
2018
Q1 		$570K Sell
32,100
-675
-2% -$14.8K 0.14% 120
2017
Q4 		$680K Sell
32,775
-1,500
-4% -$32.6K 0.16% 112
2017
Q3 		$779K Buy
34,275
+1,875
+6% +$43.3K 0.21% 102
2017
Q2 		$781K Buy
32,400
+600
+2% +$13.2K 0.22% 98
2017
Q1 		$590K Buy
31,800
+1,800
+6% +$30.5K 0.17% 113
2016
Q4 		$427K Sell
30,000
-975
-3% -$12.8K 0.14% 128
2016
Q3 		$421K Sell
30,975
-1,500
-5% -$21.7K 0.14% 126
2016
Q2 		$460K Hold
32,475
– – 0.15% 124
2016
Q1 		$497K Hold
32,475
– – 0.17% 113
2015
Q4 		$519K Buy
32,475
+1,500
+5% +$22.4K 0.18% 106
2015
Q3 		$512K Hold
30,975
– – 0.21% 95
2015
Q2 		$553K Buy
30,975
+375
+1% +$5.93K 0.21% 95
2015
Q1 		$385K Sell
30,600
-1,275
-4% -$17.2K 0.15% 112
2014
Q4 		$473K Sell
31,875
-480
-1% -$7.5K 0.2% 103
2014
Q3 		$524K Buy
32,355
+780
+2% +$12.9K 0.23% 101
2014
Q2 		$505K Hold
31,575
– – 0.21% 100
2014
Q1 		$439K Buy
31,575
+1,425
+5% +$19.1K 0.2% 103
2013
Q4 		$302K Hold
30,150
– – 0.14% 112
2013
Q3 		$389K Buy
+30,150
New +$298K 0.2% 102

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

Weatherly Asset Management's TSLA Position: Q2 2026 in Review

Weatherly Asset Management reduced its Tesla (TSLA) stake by 0.52% in Q2 2026, selling an estimated $18.7K and leaving 8,946 shares worth $3.76M. The position accounts for 0.27% of the portfolio, ranked #60.

Weatherly Asset Management first reported a position in TSLA in Q3 2013 and has held it in 52 quarters since. The position peaked at $6.05M in Q4 2024. 1,453 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Weatherly Asset Management held 8,946 shares of Tesla worth $3.76M as of Q2 2026.
  • Weatherly Asset Management sold 47 Tesla shares in Q2 2026, an estimated $18.7K.
  • Tesla made up 0.27% of Weatherly Asset Management's portfolio in Q2 2026, its #60 holding.
  • Weatherly Asset Management first reported a position in Tesla in Q3 2013 and has held it in 52 quarters since.
  • Weatherly Asset Management's Tesla position peaked at $6.05M in Q4 2024.
  • 1,453 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.