XWM
TSLA icon

Xcel Wealth Management’s Tesla TSLA Stock Holding History

Xcel 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 		$8.63M Buy
20,520
+1,567
+8% +$623K 2.06% 14
2026
Q1 		$7.05M Buy
18,953
+2,209
+13% +$910K 1.95% 14
2025
Q4 		$7.53M Buy
16,744
+5,651
+51% +$2.51M 1.92% 14
2025
Q3 		$4.93M Buy
11,093
+97
+0.9% +$33.6K 1.28% 22
2025
Q2 		$3.49M Sell
10,996
-136
-1% -$41K 0.99% 28
2025
Q1 		$2.88M Sell
11,132
-1,321
-11% -$440K 0.9% 29
2024
Q4 		$5.03M Sell
12,453
-614
-5% -$198K 1.39% 18
2024
Q3 		$3.42M Buy
13,067
+265
+2% +$60.4K 1% 27
2024
Q2 		$2.53M Buy
12,802
+1,818
+17% +$318K 0.79% 34
2024
Q1 		$1.93M Buy
10,984
+1,691
+18% +$330K 0.6% 41
2023
Q4 		$2.31M Buy
+9,293
New +$2.21M 0.81% 32
2023
Q3 		– Sell
-5,040
Closed -$1.32M – 132
2023
Q2 		$1.32M Buy
5,040
+435
+9% +$87K 0.42% 54
2023
Q1 		$955K Sell
4,605
-92
-2% -$16K 0.34% 58
2022
Q4 		$579K Sell
4,697
-72
-2% -$13.6K 0.23% 71
2022
Q3 		$1.26M Buy
4,769
+350
+8% +$97.7K 0.47% 52
2022
Q2 		$992K Buy
4,419
+216
+5% +$59K 0.36% 56
2022
Q1 		$1.51M Buy
4,203
+318
+8% +$99K 0.41% 61
2021
Q4 		$1.37M Sell
3,885
-93
-2% -$31.2K 0.35% 69
2021
Q3 		$1.03M Buy
3,978
+249
+7% +$58.6K 0.3% 67
2021
Q2 		$845K Buy
3,729
+450
+14% +$97.7K 0.26% 74
2021
Q1 		$730K Buy
3,279
+96
+3% +$24.1K 0.26% 70
2020
Q4 		$748K Buy
3,183
+123
+4% +$21K 0.32% 63
2020
Q3 		$437K Buy
+3,060
New +$361K 0.22% 76

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

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

Xcel Wealth Management increased its Tesla (TSLA) stake by 8.3% in Q2 2026, buying an estimated $623K and bringing the position to 20,520 shares worth $8.63M. The position accounts for 2.06% of the portfolio, ranked #14.

Xcel Wealth Management first reported a position in TSLA in Q3 2020 and has held it in 23 quarters since. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Xcel Wealth Management held 20,520 shares of Tesla worth $8.63M as of Q2 2026.
  • Xcel Wealth Management bought 1,567 Tesla shares in Q2 2026, an estimated $623K.
  • Tesla made up 2.06% of Xcel Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Xcel Wealth Management first reported a position in Tesla in Q3 2020 and has held it in 23 quarters since.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.