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A4 Wealth Advisors’s Tesla TSLA Stock Holding History

A4 Wealth 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 		$201K Buy
+479
New +$191K 0.13% 89
2025
Q4 		– Sell
-740
Closed -$329K – 173
2025
Q3 		$329K Buy
+740
New +$257K 0.28% 98

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

A4 Wealth Advisors's TSLA Position: Q2 2026 in Review

A4 Wealth Advisors opened a new position in Tesla (TSLA) in Q2 2026: 479 shares worth $201K. The stake represents 0.13% of the portfolio and ranks #89 among its holdings. This is a return to the name: A4 Wealth Advisors previously reported a position in TSLA as recently as Q3 2025.

A4 Wealth Advisors first reported a position in TSLA in Q3 2025 and has held it in 2 quarters since. The position peaked at $329K in Q3 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • A4 Wealth Advisors held 479 shares of Tesla worth $201K as of Q2 2026.
  • Tesla was a new A4 Wealth Advisors position in Q2 2026.
  • Tesla made up 0.13% of A4 Wealth Advisors's portfolio in Q2 2026, its #89 holding.
  • A4 Wealth Advisors first reported a position in Tesla in Q3 2025 and has held it in 2 quarters since.
  • A4 Wealth Advisors's Tesla position peaked at $329K in Q3 2025.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.