Venturi Wealth Management, LLC

Position in TSLA — Tesla, Inc.

CIK 1666363 AUSTIN, TX

Position in TSLA

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$9,600,615

+$374,896 QoQ

Shares Held

22,826

-8.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#862

of 4,245 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 27% Shared 73% None 0%

Consumer Cyclical · as of Jun 30, 2026

Venturi Wealth Management, LLC holds $11,058,009 across 5 Auto Manufacturers names. TSLA ranks #1 (86.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	22,826	$9,600,615
2	RACE	Ferrari N.V.	1,918	$714,051
3	STLA	Stellantis N.V.	53,188	$305,298
4	GM	General Motors Co	3,303	$254,594
5	F	Ford Motor Co	13,198	$183,451

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,600,615	22,826	-8.0%	Shares	Sole	2026-07-20
2026-03-31	$9,225,719	24,817	+12.8%	Shares	Other	2026-04-21
2025-12-31	$9,893,390	21,999	+13.2%	Shares	Sole	2026-01-22
2025-09-30	$8,641,353	19,431	+12.3%	Shares	Other	2025-10-23
2025-06-30	$5,497,423	17,306	+31.1%	Shares	Other	2025-07-23
2025-03-31	$3,421,170	13,201	-0.2%	Shares	Sole	2025-05-06
2024-12-31	$5,341,994	13,228	-18.0%	Shares	Sole	2025-01-31
2024-09-30	$4,220,091	16,130	+20.7%	Shares	Sole	2024-11-04
2024-06-30	$2,644,863	13,366	-7.8%	Shares	Sole	2024-07-19
2024-03-31	$2,547,724	14,493	+67.3%	Shares	Sole	2024-04-23
2023-12-31	$2,153,079	8,665	+49.0%	Shares	Sole	2024-01-23
2023-09-30	$1,454,778	5,814	+17.6%	Shares	Sole	2023-11-02
2023-03-31	$1,025,474	4,943	+55.0%	Shares	Sole	2023-05-02
2022-12-31	$392,943	3,190	-26.3%	Shares	Sole	2023-01-31
2022-09-30	$1,147,736	4,327	+386.7%	Shares	Sole	2022-11-14
2022-06-30	$598,669	889	-3.1%	Shares	Sole	2022-08-12
2022-03-31	$988,158	917	+68.6%	Shares	Sole	2022-05-13
2021-12-31	$574,888	544	-5.1%	Shares	Sole	2022-02-08
2021-09-30	$444,349	573	+6.5%	Shares	Sole	2021-11-10
2021-06-30	$365,678	538	—	Shares	Sole	2021-08-02
No filing history on record for this holder in this stock.