Widmann Financial Services’s Tesla TSLA Stock Holding History

Widmann Financial Services’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	$1.36M	Sell	3,228 -1,010	-24%	-$402K	0.73%	38
2026 Q1	$1.58M	Sell	4,238 -1,009	-19%	-$416K	0.94%	29
2025 Q4	$2.36M	Sell	5,247 -7	-0.1%	-$3.1K	1.44%	19
2025 Q3	$2.34M	Buy	5,254 +7	+0.1%	+$2.43K	1.47%	18
2025 Q2	$1.67M	Buy	5,247 +19	+0.4%	+$5.72K	1.16%	25
2025 Q1	$1.35M	Sell	5,228 -10,992	-68%	-$3.66M	1.05%	27
2024 Q4	$6.55M	Sell	16,220 -1,548	-9%	-$498K	5.07%	4
2024 Q3	$4.65M	Buy	+17,768	New	+$4.05M	3.52%	7
2022 Q1	–	Sell	-2,790	Closed	-$982K	–	421
2021 Q4	$982K	Buy	+2,790	New	+$936K	0.81%	39

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Widmann Financial Services's TSLA Position: Q2 2026 in Review

Widmann Financial Services reduced its Tesla (TSLA) stake by 24% in Q2 2026, selling an estimated $402K and leaving 3,228 shares worth $1.36M. The position accounts for 0.73% of the portfolio, ranked #38.

Widmann Financial Services first reported a position in TSLA in Q4 2021 and has held it in 9 quarters since. The position peaked at $6.55M in Q4 2024. 4,302 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Widmann Financial Services held 3,228 shares of Tesla worth $1.36M as of Q2 2026.
Widmann Financial Services sold 1,010 Tesla shares in Q2 2026, an estimated $402K.
Tesla made up 0.73% of Widmann Financial Services's portfolio in Q2 2026, its #38 holding.
Widmann Financial Services first reported a position in Tesla in Q4 2021 and has held it in 9 quarters since.
Widmann Financial Services's Tesla position peaked at $6.55M in Q4 2024.
4,302 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.