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Winter & Associates’s Tesla TSLA Stock Holding History

Winter & Associates’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 		$1.78M Hold
4,225
– – 1.34% 21
2026
Q1 		$1.49M Buy
4,225
+86
+2% +$35.4K 1.31% 25
2025
Q4 		$1.86M Buy
+4,139
New +$1.83M 1.72% 18

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

Winter & Associates's TSLA Position: Q2 2026 in Review

Winter & Associates held its Tesla (TSLA) position steady in Q2 2026 at 4,225 shares worth $1.78M. The position accounts for 1.34% of the portfolio, ranked #21.

Winter & Associates first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.86M in Q4 2025. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Winter & Associates held 4,225 shares of Tesla worth $1.78M as of Q2 2026.
  • Winter & Associates left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 1.34% of Winter & Associates's portfolio in Q2 2026, its #21 holding.
  • Winter & Associates first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • Winter & Associates's Tesla position peaked at $1.86M in Q4 2025.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.