WMWM
TSLA icon

Whitaker-Myers Wealth Managers’s Tesla TSLA Stock Holding History

Whitaker-Myers Wealth Managers’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 		$2.6M Sell
6,175
-437
-7% -$174K 0.43% 35
2026
Q1 		$2.46M Buy
6,612
+1,509
+30% +$622K 0.49% 29
2025
Q4 		$2.29M Buy
5,103
+1,662
+48% +$737K 0.48% 29
2025
Q3 		$1.53M Sell
3,441
-277
-7% -$96.1K 0.33% 39
2025
Q2 		$1.18M Buy
3,718
+1,007
+37% +$303K 0.3% 40
2025
Q1 		$702K Sell
2,711
-1,818
-40% -$606K 0.2% 49
2024
Q4 		$1.83M Buy
4,529
+183
+4% +$58.9K 0.53% 24
2024
Q3 		$1.14M Sell
4,346
-814
-16% -$186K 0.38% 39
2024
Q2 		$1.02M Buy
5,160
+820
+19% +$143K 0.38% 38
2024
Q1 		$763K Buy
4,340
+992
+30% +$194K 0.32% 51
2023
Q4 		$832K Buy
3,348
+791
+31% +$188K 0.41% 39
2023
Q3 		$640K Sell
2,557
-42
-2% -$10.8K 0.4% 42
2023
Q2 		$680K Sell
2,599
-944
-27% -$189K 0.46% 39
2023
Q1 		$735K Buy
3,543
+1,760
+99% +$307K 0.57% 38
2022
Q4 		$220K Buy
+1,783
New +$338K 0.21% 64

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return