Accurate Wealth Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.4M Sell
28,012
-6,776
-19% -$2.69M 1.09% 14
2026
Q1
$12.1M Sell
34,788
-1,862
-5% -$767K 1.46% 9
2025
Q4
$16.3M Buy
36,650
+521
+1% +$231K 2.07% 7
2025
Q3
$15.5M Buy
36,129
+3,229
+10% +$1.12M 2.07% 7
2025
Q2
$10.2M Buy
32,900
+765
+2% +$230K 1.56% 8
2025
Q1
$8.11M Sell
32,135
-794
-2% -$265K 1.55% 9
2024
Q4
$13M Sell
32,929
-1,532
-4% -$493K 2.49% 4
2024
Q3
$7.57M Sell
34,461
-1,132
-3% -$258K 1.52% 9
2024
Q2
$8.99M Buy
35,593
+941
+3% +$164K 2.16% 5
2024
Q1
$5.1M Sell
34,652
-184
-0.5% -$35.9K 1.49% 12
2023
Q4
$7.92M Buy
34,836
+5
+0% +$1.19K 2.46% 3
2023
Q3
$8.88M Buy
34,831
+1,354
+4% +$348K 2.78% 3
2023
Q2
$9.42M Buy
33,477
+3,909
+13% +$782K 2.94% 4
2023
Q1
$5.46M Buy
29,568
+2,954
+11% +$515K 1.88% 11
2022
Q4
$3.16M Sell
26,614
-6,599
-20% -$1.25M 1.16% 11
2022
Q3
$9.83M Buy
33,213
+16,881
+103% +$4.71M 4.1% 4
2022
Q2
$3.92M Sell
16,332
-4,464
-21% -$1.22M 2.13% 8
2022
Q1
$7.47M Buy
20,796
+14,880
+252% +$4.63M 3.35% 6
2021
Q4
$1.89M Buy
5,916
+165
+3% +$55.3K 1.55% 10
2021
Q3
$1.52M Buy
5,751
+2,412
+72% +$568K 1.32% 10
2021
Q2
$757K Buy
+3,339
New +$725K 0.67% 36

Other funds holding TSLA

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

Accurate Wealth Management reduced its Tesla (TSLA) stake by 19% in Q2 2026, selling an estimated $2.69M and leaving 28,012 shares worth $11.4M. The position accounts for 1.09% of the portfolio, ranked #14.

Accurate Wealth Management first reported a position in TSLA in Q2 2021 and has held it in 21 quarters since. The position peaked at $16.3M in Q4 2025. 1,622 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Accurate Wealth Management held 28,012 shares of Tesla worth $11.4M as of Q2 2026.
  • Accurate Wealth Management sold 6,776 Tesla shares in Q2 2026, an estimated $2.69M.
  • Tesla made up 1.09% of Accurate Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Accurate Wealth Management first reported a position in Tesla in Q2 2021 and has held it in 21 quarters since.
  • Accurate Wealth Management's Tesla position peaked at $16.3M in Q4 2025.
  • 1,622 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.