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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

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

Whitaker-Myers Wealth Managers's TSLA Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers reduced its Tesla (TSLA) stake by 6.6% in Q2 2026, selling an estimated $174K and leaving 6,175 shares worth $2.6M. The position accounts for 0.43% of the portfolio, ranked #35.

Whitaker-Myers Wealth Managers first reported a position in TSLA in Q4 2022 and has held it in 15 quarters since. 4,286 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Whitaker-Myers Wealth Managers held 6,175 shares of Tesla worth $2.6M as of Q2 2026.
  • Whitaker-Myers Wealth Managers sold 437 Tesla shares in Q2 2026, an estimated $174K.
  • Tesla made up 0.43% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #35 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Tesla in Q4 2022 and has held it in 15 quarters since.
  • 4,286 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.