WJ Wealth Management’s Tesla TSLA Stock Holding History

WJ 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	$290K	Buy	+690	New	+$274K	0.11%	72
2025 Q3	–	Sell	-1,080	Closed	-$343K	–	101
2025 Q2	$343K	Buy	+1,080	New	+$325K	0.11%	76
2024 Q1	–	Sell	-1,074	Closed	-$267K	–	77
2023 Q4	$267K	Hold	1,074	–	–	0.12%	68
2023 Q3	$269K	Hold	1,074	–	–	0.13%	59
2023 Q2	$281K	Buy	+1,074	New	+$215K	0.13%	55
2020 Q4	–	Sell	-1,635	Closed	-$234K	–	38
2020 Q3	$234K	Sell	1,635 -1,665	-50%	-$197K	0.76%	28
2020 Q2	$238K	Buy	+3,300	New	+$179K	0.17%	45

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

WJ Wealth Management's TSLA Position: Q2 2026 in Review

WJ Wealth Management opened a new position in Tesla (TSLA) in Q2 2026: 690 shares worth $290K. The stake represents 0.11% of the portfolio and ranks #72 among its holdings. This is a return to the name: WJ Wealth Management previously reported a position in TSLA as recently as Q2 2025.

WJ Wealth Management first reported a position in TSLA in Q2 2020 and has held it in 7 quarters since. The position peaked at $343K in Q2 2025. 4,310 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

WJ Wealth Management held 690 shares of Tesla worth $290K as of Q2 2026.
Tesla was a new WJ Wealth Management position in Q2 2026.
Tesla made up 0.11% of WJ Wealth Management's portfolio in Q2 2026, its #72 holding.
WJ Wealth Management first reported a position in Tesla in Q2 2020 and has held it in 7 quarters since.
WJ Wealth Management's Tesla position peaked at $343K in Q2 2025.
4,310 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on WJ Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.