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Westwood Wealth Management’s Tesla TSLA Stock Holding History

Westwood Wealth 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 		$8.09M Sell
19,242
-2,068
-10% -$822K 2.35% 11
2026
Q1 		$7.92M Buy
21,310
+17,335
+436% +$7.14M 3.11% 9
2025
Q4 		$1.79M Sell
3,975
-10,728
-73% -$4.76M 1.34% 25
2025
Q3 		$6.54M Buy
14,703
+6,460
+78% +$2.24M 2.4% 11
2025
Q2 		$2.62M Sell
8,243
-4,977
-38% -$1.5M 0.88% 17
2025
Q1 		$3.43M Sell
13,220
-2,340
-15% -$780K 1.48% 14
2024
Q4 		$6.28M Buy
15,560
+14,475
+1,334% +$4.66M 2.27% 9
2024
Q3 		$284K Buy
+1,085
New +$247K 0.11% 35

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 $3.38T AUM 44.17% 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

Westwood Wealth Management's TSLA Position: Q2 2026 in Review

Westwood Wealth Management reduced its Tesla (TSLA) stake by 9.7% in Q2 2026, selling an estimated $822K and leaving 19,242 shares worth $8.09M. The position accounts for 2.35% of the portfolio, ranked #11.

Westwood Wealth Management first reported a position in TSLA in Q3 2024 and has held it in 8 quarters since. 4,316 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Westwood Wealth Management held 19,242 shares of Tesla worth $8.09M as of Q2 2026.
  • Westwood Wealth Management sold 2,068 Tesla shares in Q2 2026, an estimated $822K.
  • Tesla made up 2.35% of Westwood Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Westwood Wealth Management first reported a position in Tesla in Q3 2024 and has held it in 8 quarters since.
  • 4,316 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Westwood Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.