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Whipplewood Advisors’s Tesla TSLA Stock Holding History

Whipplewood Advisors’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 		$93K Sell
221
-10,178
-98% -$4.05M 0.06% 113
2026
Q1 		$3.87M Buy
10,399
+95
+0.9% +$39.1K 2.01% 6
2025
Q4 		$4.63M Sell
10,304
-52
-0.5% -$23.1K 2.98% 3
2025
Q3 		$4.61M Sell
10,356
-610
-6% -$212K 3.03% 3
2025
Q2 		$3.48M Buy
10,966
+9
+0.1% +$2.71K 1.91% 9
2025
Q1 		$2.83M Sell
10,957
-1,103
-9% -$368K 1.67% 14
2024
Q4 		$4.87M Buy
+12,060
New +$3.88M 2.77% 2

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

Whipplewood Advisors's TSLA Position: Q2 2026 in Review

Whipplewood Advisors reduced its Tesla (TSLA) stake by 98% in Q2 2026, selling an estimated $4.05M and leaving 221 shares worth $93K. The position accounts for 0.06% of the portfolio, ranked #113.

Whipplewood Advisors first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.87M in Q4 2024. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Whipplewood Advisors held 221 shares of Tesla worth $93K as of Q2 2026.
  • Whipplewood Advisors sold 10,178 Tesla shares in Q2 2026, an estimated $4.05M.
  • Tesla made up 0.06% of Whipplewood Advisors's portfolio in Q2 2026, its #113 holding.
  • Whipplewood Advisors first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Tesla position peaked at $4.87M in Q4 2024.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.