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Wellington Shields & Co’s Tesla TSLA Stock Holding History

Wellington Shields & Co’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 		$425K Buy
1,011
+20
+2% +$7.95K 0.1% 168
2026
Q1 		$368K Buy
991
+39
+4% +$16.1K 0.09% 177
2025
Q4 		$428K Sell
952
-110
-10% -$48.8K 0.11% 154
2025
Q3 		$472K Buy
1,062
+178
+20% +$61.7K 0.12% 150
2025
Q2 		$281K Buy
884
+69
+8% +$20.8K 0.08% 188
2025
Q1 		$211K Buy
815
+411
+102% +$137K 0.07% 207
2024
Q4 		$163K Sell
404
-90
-18% -$29K 0.05% 218
2024
Q3 		$129K Sell
494
-306
-38% -$69.8K 0.04% 245
2024
Q2 		$158K Sell
800
-50
-6% -$8.74K 0.05% 227
2024
Q1 		$149K Buy
850
+435
+105% +$85K 0.05% 228
2023
Q4 		$103K Sell
415
-13
-3% -$3.09K 0.04% 235
2023
Q3 		$107K Hold
428
– – 0.03% 237
2023
Q2 		$112K Buy
428
+75
+21% +$15K 0.03% 239
2023
Q1 		$73.2K Buy
353
+136
+63% +$23.7K 0.02% 262
2022
Q4 		$26.7K Hold
217
– – 0.01% 277
2022
Q3 		$58K Buy
217
+1
+0.5% +$279 0.03% 245
2022
Q2 		$48K Buy
+216
New +$59K 0.01% 256
2021
Q4 		– Sell
-1,356
Closed -$351K – 239
2021
Q3 		$351K Sell
1,356
-75
-5% -$17.7K 0.12% 137
2021
Q2 		$324K Buy
+1,431
New +$311K 0.11% 144

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

Wellington Shields & Co's TSLA Position: Q2 2026 in Review

Wellington Shields & Co increased its Tesla (TSLA) stake by 2% in Q2 2026, buying an estimated $7.95K and bringing the position to 1,011 shares worth $425K. The position accounts for 0.1% of the portfolio, ranked #168.

Wellington Shields & Co first reported a position in TSLA in Q2 2021 and has held it in 19 quarters since. The position peaked at $472K in Q3 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Wellington Shields & Co held 1,011 shares of Tesla worth $425K as of Q2 2026.
  • Wellington Shields & Co bought 20 Tesla shares in Q2 2026, an estimated $7.95K.
  • Tesla made up 0.1% of Wellington Shields & Co's portfolio in Q2 2026, its #168 holding.
  • Wellington Shields & Co first reported a position in Tesla in Q2 2021 and has held it in 19 quarters since.
  • Wellington Shields & Co's Tesla position peaked at $472K in Q3 2025.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.