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Abound Wealth Management’s Tesla TSLA Stock Holding History

Abound 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 		$7.49M Sell
17,813
-729
-4% -$290K 1.49% 18
2026
Q1 		$6.89M Sell
18,542
-169
-0.9% -$69.6K 1.57% 16
2025
Q4 		$8.41M Buy
18,711
+260
+1% +$115K 1.97% 14
2025
Q3 		$8.21M Sell
18,451
-867
-4% -$301K 2.05% 14
2025
Q2 		$6.14M Sell
19,318
-24
-0.1% -$7.23K 1.73% 14
2025
Q1 		$5.01M Buy
19,342
+1,845
+11% +$615K 1.67% 13
2024
Q4 		$7.07M Sell
17,497
-602
-3% -$194K 2.27% 13
2024
Q3 		$4.74M Buy
18,099
+1,378
+8% +$314K 1.57% 13
2024
Q2 		$3.31M Buy
16,721
+23
+0.1% +$4.02K 1.22% 15
2024
Q1 		$2.94M Sell
16,698
-1,329
-7% -$260K 1.12% 15
2023
Q4 		$4.48M Buy
18,027
+651
+4% +$155K 1.8% 13
2023
Q3 		$4.35M Sell
17,376
-110
-0.6% -$28.3K 1.85% 15
2023
Q2 		$4.58M Buy
17,486
+925
+6% +$185K 1.91% 15
2023
Q1 		$3.44M Buy
16,561
+750
+5% +$131K 1.54% 15
2022
Q4 		$1.95M Buy
15,811
+107
+0.7% +$20.3K 0.95% 18
2022
Q3 		$4.17M Buy
15,704
+2,690
+21% +$751K 2.25% 14
2022
Q2 		$2.92M Buy
13,014
+192
+1% +$52.4K 1.63% 13
2022
Q1 		$4.61M Sell
12,822
-165
-1% -$51.4K 3.32% 8
2021
Q4 		$4.57M Buy
+12,987
New +$4.36M 3.59% 9

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

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

Abound Wealth Management reduced its Tesla (TSLA) stake by 3.9% in Q2 2026, selling an estimated $290K and leaving 17,813 shares worth $7.49M. The position accounts for 1.49% of the portfolio, ranked #18.

Abound Wealth Management first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.41M in Q4 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Abound Wealth Management held 17,813 shares of Tesla worth $7.49M as of Q2 2026.
  • Abound Wealth Management sold 729 Tesla shares in Q2 2026, an estimated $290K.
  • Tesla made up 1.49% of Abound Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Abound Wealth Management first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • Abound Wealth Management's Tesla position peaked at $8.41M in Q4 2025.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.