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Wheelhouse Advisory Group’s Tesla TSLA Stock Holding History

Wheelhouse Advisory Group’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 		$1.82M Buy
4,318
+6
+0.1% +$2.39K 0.51% 20
2026
Q1 		$1.6M Buy
4,312
+1,925
+81% +$793K 0.53% 20
2025
Q4 		$1.08M Sell
2,387
-125
-5% -$55.4K 0.41% 22
2025
Q3 		$1.12M Sell
2,512
-336
-12% -$117K 0.48% 19
2025
Q2 		$905K Buy
2,848
+16
+0.6% +$4.82K 0.45% 22
2025
Q1 		$734K Sell
2,832
-249
-8% -$83K 0.42% 20
2024
Q4 		$1.24M Sell
3,081
-736
-19% -$237K 0.74% 17
2024
Q3 		$999K Sell
3,817
-465
-11% -$106K 0.64% 17
2024
Q2 		$990K Buy
4,282
+78
+2% +$13.6K 0.7% 17
2024
Q1 		$739K Buy
4,204
+44
+1% +$8.6K 0.57% 20
2023
Q4 		$1.03M Buy
+4,160
New +$989K 0.9% 17

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Wheelhouse Advisory Group's TSLA Position: Q2 2026 in Review

Wheelhouse Advisory Group increased its Tesla (TSLA) stake by 0.14% in Q2 2026, buying an estimated $2.39K and bringing the position to 4,318 shares worth $1.82M. The position accounts for 0.51% of the portfolio, ranked #20.

Wheelhouse Advisory Group first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. 2,908 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Wheelhouse Advisory Group held 4,318 shares of Tesla worth $1.82M as of Q2 2026.
  • Wheelhouse Advisory Group bought 6 Tesla shares in Q2 2026, an estimated $2.39K.
  • Tesla made up 0.51% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #20 holding.
  • Wheelhouse Advisory Group first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.