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Whelan Financial’s Tesla TSLA Stock Holding History

Whelan Financial’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 		$1.37M Sell
3,248
-11
-0.3% -$4.38K 0.37% 30
2026
Q1 		$1.21M Buy
3,259
+183
+6% +$75.4K 0.38% 31
2025
Q4 		$1.38M Sell
3,076
-242
-7% -$107K 0.43% 28
2025
Q3 		$1.48M Buy
3,318
+957
+41% +$332K 0.47% 23
2025
Q2 		$750K Buy
2,361
+54
+2% +$16.3K 0.27% 29
2025
Q1 		$598K Buy
2,307
+630
+38% +$210K 0.23% 28
2024
Q4 		$677K Buy
1,677
+405
+32% +$130K 0.27% 26
2024
Q3 		$333K Buy
1,272
+99
+8% +$22.6K 0.14% 35
2024
Q2 		$232K Sell
1,173
-83
-7% -$14.5K 0.1% 38
2024
Q1 		$221K Buy
1,256
+203
+19% +$39.7K 0.1% 38
2023
Q4 		$262K Buy
1,053
+168
+19% +$39.9K 0.12% 33
2023
Q3 		$221K Buy
885
+118
+15% +$30.3K 0.12% 32
2023
Q2 		$201K Buy
+767
New +$153K 0.1% 31
2022
Q4 		– Sell
-1,077
Closed -$286K – 30
2022
Q3 		$286K Buy
+1,077
New +$301K 0.2% 20
2022
Q2 		– Sell
-570
Closed -$205K – 26
2022
Q1 		$205K Buy
+570
New +$178K 0.13% 22

Other funds holding TSLA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Whelan Financial's TSLA Position: Q2 2026 in Review

Whelan Financial reduced its Tesla (TSLA) stake by 0.34% in Q2 2026, selling an estimated $4.38K and leaving 3,248 shares worth $1.37M. The position accounts for 0.37% of the portfolio, ranked #30.

Whelan Financial first reported a position in TSLA in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.48M in Q3 2025. 2,101 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Whelan Financial held 3,248 shares of Tesla worth $1.37M as of Q2 2026.
  • Whelan Financial sold 11 Tesla shares in Q2 2026, an estimated $4.38K.
  • Tesla made up 0.37% of Whelan Financial's portfolio in Q2 2026, its #30 holding.
  • Whelan Financial first reported a position in Tesla in Q1 2022 and has held it in 15 quarters since.
  • Whelan Financial's Tesla position peaked at $1.48M in Q3 2025.
  • 2,101 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.