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WMG Financial Advisors’s Tesla TSLA Stock Holding History

WMG Financial Advisors’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 		$465K Sell
1,106
-101
-8% -$40.2K 0.18% 55
2026
Q1 		$449K Buy
1,207
+105
+10% +$43.3K 0.19% 54
2025
Q4 		$496K Sell
1,102
-169
-13% -$74.9K 0.2% 62
2025
Q3 		$565K Sell
1,271
-228
-15% -$79.1K 0.19% 79
2025
Q2 		$476K Sell
1,499
-199
-12% -$60K 0.18% 85
2025
Q1 		$440K Buy
1,698
+17
+1% +$5.67K 0.19% 81
2024
Q4 		$679K Sell
1,681
-15
-0.9% -$4.83K 0.29% 56
2024
Q3 		$444K Buy
1,696
+3
+0.2% +$684 0.2% 73
2024
Q2 		$335K Sell
1,693
-38
-2% -$6.64K 0.18% 84
2024
Q1 		$304K Buy
1,731
+110
+7% +$21.5K 0.17% 91
2023
Q4 		$403K Buy
1,621
+607
+60% +$144K 0.26% 69
2023
Q3 		$254K Sell
1,014
-132
-12% -$33.9K 0.22% 78
2023
Q2 		$300K Buy
1,146
+31
+3% +$6.2K 0.22% 79
2023
Q1 		$238K Buy
+1,115
New +$195K 0.2% 95
2022
Q4 		– Sell
-985
Closed -$261K – 149
2022
Q3 		$261K Buy
985
+4
+0.4% +$1.12K 0.24% 93
2022
Q2 		$220K Buy
981
+237
+32% +$64.7K 0.19% 124
2022
Q1 		$267K Buy
744
+36
+5% +$11.2K 0.2% 128
2021
Q4 		$250K Buy
+708
New +$237K 0.19% 136

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

WMG Financial Advisors's TSLA Position: Q2 2026 in Review

WMG Financial Advisors reduced its Tesla (TSLA) stake by 8.4% in Q2 2026, selling an estimated $40.2K and leaving 1,106 shares worth $465K. The position accounts for 0.18% of the portfolio, ranked #55.

WMG Financial Advisors first reported a position in TSLA in Q4 2021 and has held it in 18 quarters since. The position peaked at $679K in Q4 2024. 1,882 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • WMG Financial Advisors held 1,106 shares of Tesla worth $465K as of Q2 2026.
  • WMG Financial Advisors sold 101 Tesla shares in Q2 2026, an estimated $40.2K.
  • Tesla made up 0.18% of WMG Financial Advisors's portfolio in Q2 2026, its #55 holding.
  • WMG Financial Advisors first reported a position in Tesla in Q4 2021 and has held it in 18 quarters since.
  • WMG Financial Advisors's Tesla position peaked at $679K in Q4 2024.
  • 1,882 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.