Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.25M Buy
3,035
+398
+15% +$158K 0.96% 29
2026
Q1
$937K Buy
2,637
+24
+0.9% +$9.89K 0.8% 35
2025
Q4
$1.18M Sell
2,613
-335
-11% -$149K 1% 26
2025
Q3
$1.31M Sell
2,948
-66
-2% -$22.9K 1.17% 22
2025
Q2
$957K Buy
3,014
+21
+0.7% +$6.33K 0.97% 27
2025
Q1
$776K Buy
2,993
+143
+5% +$47.7K 0.85% 31
2024
Q4
$1.15M Buy
+2,850
New +$917K 1.15% 22

Other funds holding TSLA

4Wealth Advisors's TSLA Position: Q2 2026 in Review

4Wealth Advisors increased its Tesla (TSLA) stake by 15% in Q2 2026, buying an estimated $158K and bringing the position to 3,035 shares worth $1.25M. The position accounts for 0.96% of the portfolio, ranked #29.

4Wealth Advisors first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q3 2025. 2,101 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • 4Wealth Advisors held 3,035 shares of Tesla worth $1.25M as of Q2 2026.
  • 4Wealth Advisors bought 398 Tesla shares in Q2 2026, an estimated $158K.
  • Tesla made up 0.96% of 4Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • 4Wealth Advisors first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • 4Wealth Advisors's Tesla position peaked at $1.31M in Q3 2025.
  • 2,101 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.