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Winthrop Advisory Group’s Tesla TSLA Stock Holding History

Winthrop Advisory Group’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 		$4.11M Sell
9,778
-12
-0.1% -$4.77K 0.28% 46
2026
Q1 		$3.64M Buy
9,790
+42
+0.4% +$17.3K 0.3% 43
2025
Q4 		$4.38M Buy
9,748
+214
+2% +$94.9K 0.37% 41
2025
Q3 		$4.24M Buy
9,534
+1,186
+14% +$411K 0.37% 41
2025
Q2 		$2.65M Buy
8,348
+509
+6% +$153K 0.26% 45
2025
Q1 		$2.03M Sell
7,839
-357
-4% -$119K 0.24% 43
2024
Q4 		$3.31M Sell
8,196
-238
-3% -$76.6K 0.4% 34
2024
Q3 		$2.21M Buy
8,434
+1,428
+20% +$326K 0.27% 41
2024
Q2 		$1.39M Buy
7,006
+211
+3% +$36.9K 0.19% 48
2024
Q1 		$1.19M Sell
6,795
-30
-0.4% -$5.86K 0.17% 49
2023
Q4 		$1.7M Buy
6,825
+474
+7% +$113K 0.26% 41
2023
Q3 		$1.59M Buy
6,351
+32
+0.5% +$8.22K 0.26% 36
2023
Q2 		$1.65M Sell
6,319
-53
-0.8% -$10.6K 0.27% 36
2023
Q1 		$1.32M Buy
6,372
+311
+5% +$54.3K 0.23% 43
2022
Q4 		$747K Buy
6,061
+820
+16% +$155K 0.14% 56
2022
Q3 		$1.39M Buy
5,241
+144
+3% +$40.2K 0.3% 34
2022
Q2 		$1.14M Buy
5,097
+9
+0.2% +$2.46K 0.27% 38
2022
Q1 		$1.83M Sell
5,088
-126
-2% -$39.2K 0.38% 30
2021
Q4 		$1.84M Sell
5,214
-6
-0.1% -$2.01K 0.37% 31
2021
Q3 		$1.35M Hold
5,220
– – 0.3% 37
2021
Q2 		$1.18M Buy
5,220
+60
+1% +$13K 0.27% 38
2021
Q1 		$1.15M Sell
5,160
-180
-3% -$45.2K 0.28% 37
2020
Q4 		$1.26M Buy
5,340
+285
+6% +$48.6K 0.33% 32
2020
Q3 		$739K Buy
5,055
+2,205
+77% +$260K 0.23% 44
2020
Q2 		$213K Buy
+2,850
New +$154K 0.08% 87

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

Winthrop Advisory Group's TSLA Position: Q2 2026 in Review

Winthrop Advisory Group reduced its Tesla (TSLA) stake by 0.12% in Q2 2026, selling an estimated $4.77K and leaving 9,778 shares worth $4.11M. The position accounts for 0.28% of the portfolio, ranked #46.

Winthrop Advisory Group first reported a position in TSLA in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.38M in Q4 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Winthrop Advisory Group held 9,778 shares of Tesla worth $4.11M as of Q2 2026.
  • Winthrop Advisory Group sold 12 Tesla shares in Q2 2026, an estimated $4.77K.
  • Tesla made up 0.28% of Winthrop Advisory Group's portfolio in Q2 2026, its #46 holding.
  • Winthrop Advisory Group first reported a position in Tesla in Q2 2020 and has held it in 25 quarters since.
  • Winthrop Advisory Group's Tesla position peaked at $4.38M in Q4 2025.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.