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Destination Wealth Management

Position in TSLA — Tesla, Inc.

CIK 1278573 WALNUT CREEK, CA

Position in TSLA

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$9,641,834
+$496,413 QoQ
Shares Held
22,924
-6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#860
of 4,242 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority Sole 31% Shared 0% None 69%

Common Shares in TSLA Over Time

Shares Held

Position Value (USD)

Derivatives in TSLA

reported options exposure · as of Jun 30, 2026
CallValue
$0
CallShares
0
PutValue
$55,923
PutShares
4,600

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Auto Manufacturers

Consumer Cyclical · as of Jun 30, 2026

Destination Wealth Management holds $9,821,296 across 2 Auto Manufacturers names. TSLA ranks #1 (98.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TSLA
Tesla, Inc.
This page
22,924 $9,641,834

All Filings in TSLA

Export CSV
29 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,641,834 22,924
2026-06-30 $55,923 4,600
2026-03-31 $9,145,421 24,601
2026-03-31 $127,699 4,600
2025-12-31 $348,232 6,100
2025-12-31 $10,429,906 23,192
2025-09-30 $10,337,516 23,245
2025-09-30 $163,903 6,100
2025-06-30 $7,372,570 23,209
2025-06-30 $1,322,284 5,600
2025-03-31 $1,081,806 4,600
2025-03-31 $6,032,208 23,276
2024-12-31 $8,857,422 21,933
2024-09-30 $3,295,753 12,597
2024-06-30 $2,223,775 11,238
2024-03-31 $2,348,554 13,360
2023-12-31 $588,400 2,368
2023-09-30 $474,166 1,895
2023-06-30 $520,136 1,987
2023-03-31 $434,006 2,092
2022-12-31 $415,116 3,370
2022-09-30 $880,630 3,320
2022-06-30 $1,025,618 1,523
2022-03-31 $433,195 402
2021-12-31 $433,279 410
2021-09-30 $366,026 472
2021-03-31 $209,062 313
2020-12-31 $581,471 824
2020-09-30 $315,322 735