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Williams Jones Wealth Management’s Tesla TSLA Stock Holding History

Williams Jones Wealth Management’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 		$2.64M Sell
6,285
-2,464
-28% -$980K 0.03% 186
2026
Q1 		$3.25M Sell
8,749
-1,242
-12% -$512K 0.04% 161
2025
Q4 		$4.49M Buy
9,991
+5,339
+115% +$2.37M 0.05% 139
2025
Q3 		$2.07M Sell
4,652
-3,341
-42% -$1.16M 0.02% 189
2025
Q2 		$2.54M Sell
7,993
-836
-9% -$252K 0.03% 170
2025
Q1 		$2.29M Buy
8,829
+1,033
+13% +$344K 0.03% 174
2024
Q4 		$3.15M Sell
7,796
-962
-11% -$310K 0.04% 162
2024
Q3 		$2.29M Buy
8,758
+290
+3% +$66.1K 0.03% 187
2024
Q2 		$1.68M Sell
8,468
-2,312
-21% -$404K 0.02% 209
2024
Q1 		$1.9M Sell
10,780
-1,195
-10% -$233K 0.02% 197
2023
Q4 		$2.98M Sell
11,975
-2,355
-16% -$560K 0.04% 159
2023
Q3 		$3.59M Buy
14,330
+2,347
+20% +$603K 0.06% 142
2023
Q2 		$3.14M Buy
11,983
+747
+7% +$149K 0.05% 157
2023
Q1 		$2.33M Buy
11,236
+324
+3% +$56.5K 0.04% 192
2022
Q4 		$1.34M Sell
10,912
-3,177
-23% -$602K 0.02% 232
2022
Q3 		$3.74M Buy
14,089
+634
+5% +$177K 0.07% 149
2022
Q2 		$3.02M Buy
13,455
+2,400
+22% +$655K 0.05% 170
2022
Q1 		$3.97M Sell
11,055
-615
-5% -$192K 0.06% 153
2021
Q4 		$4.11M Buy
11,670
+588
+5% +$197K 0.05% 152
2021
Q3 		$2.87M Sell
11,082
-1,956
-15% -$460K 0.04% 169
2021
Q2 		$2.95M Sell
13,038
-414
-3% -$89.9K 0.04% 173
2021
Q1 		$3M Buy
13,452
+402
+3% +$101K 0.05% 165
2020
Q4 		$3.07M Sell
13,050
-4,824
-27% -$823K 0.05% 153
2020
Q3 		$2.56M Buy
17,874
+369
+2% +$43.6K 0.05% 149
2020
Q2 		$1.26M Buy
17,505
+6,540
+60% +$354K 0.03% 184
2020
Q1 		$383K Buy
10,965
+2,520
+30% +$104K 0.01% 260
2019
Q4 		$236K Buy
+8,445
New +$183K ﹤0.01% 393

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

Williams Jones Wealth Management's TSLA Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Tesla (TSLA) stake by 28% in Q2 2026, selling an estimated $980K and leaving 6,285 shares worth $2.64M. The position accounts for 0.03% of the portfolio, ranked #186.

Williams Jones Wealth Management first reported a position in TSLA in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.49M in Q4 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Williams Jones Wealth Management held 6,285 shares of Tesla worth $2.64M as of Q2 2026.
  • Williams Jones Wealth Management sold 2,464 Tesla shares in Q2 2026, an estimated $980K.
  • Tesla made up 0.03% of Williams Jones Wealth Management's portfolio in Q2 2026, its #186 holding.
  • Williams Jones Wealth Management first reported a position in Tesla in Q4 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's Tesla position peaked at $4.49M in Q4 2025.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.