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Acorn Wealth Advisors’s Tesla TSLA Stock Holding History

Acorn 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 		$1.02M Sell
2,434
-58
-2% -$23.1K 0.25% 85
2026
Q1 		$926K Sell
2,492
-5
-0.2% -$2.06K 0.27% 80
2025
Q4 		$1.12M Buy
2,497
+50
+2% +$22.2K 0.33% 65
2025
Q3 		$1.09M Buy
2,447
+568
+30% +$197K 0.34% 64
2025
Q2 		$597K Sell
1,879
-22
-1% -$6.63K 0.22% 98
2025
Q1 		$493K Buy
1,901
+36
+2% +$12K 0.21% 106
2024
Q4 		$753K Buy
1,865
+73
+4% +$23.5K 0.31% 72
2024
Q3 		$469K Sell
1,792
-64
-3% -$14.6K 0.2% 99
2024
Q2 		$367K Sell
1,856
-2
-0.1% -$350 0.18% 115
2024
Q1 		$327K Buy
1,858
+156
+9% +$30.5K 0.17% 127
2023
Q4 		$423K Sell
1,702
-156
-8% -$37.1K 0.25% 89
2023
Q3 		$465K Buy
1,858
+28
+2% +$7.19K 0.31% 77
2023
Q2 		$479K Buy
1,830
+27
+1% +$5.4K 0.33% 77
2023
Q1 		$374K Sell
1,803
-16
-0.9% -$2.79K 0.28% 91
2022
Q4 		$224K Buy
1,819
+28
+2% +$5.3K 0.17% 140
2022
Q3 		$475K Buy
1,791
+126
+8% +$35.2K 0.39% 60
2022
Q2 		$374K Buy
1,665
+75
+5% +$20.5K 0.3% 88
2022
Q1 		$571K Buy
1,590
+9
+0.6% +$2.8K 0.39% 59
2021
Q4 		$557K Buy
1,581
+42
+3% +$14.1K 0.35% 69
2021
Q3 		$398K Sell
1,539
-12
-0.8% -$2.82K 0.28% 92
2021
Q2 		$351K Sell
1,551
-33
-2% -$7.16K 0.24% 102
2021
Q1 		$353K Buy
1,584
+45
+3% +$11.3K 0.25% 98
2020
Q4 		$362K Sell
1,539
-1,233
-44% -$210K 0.29% 86
2020
Q3 		$396K Buy
+2,772
New +$327K 0.35% 62

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

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

Acorn Wealth Advisors reduced its Tesla (TSLA) stake by 2.3% in Q2 2026, selling an estimated $23.1K and leaving 2,434 shares worth $1.02M. The position accounts for 0.25% of the portfolio, ranked #85.

Acorn Wealth Advisors first reported a position in TSLA in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.12M in Q4 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Acorn Wealth Advisors held 2,434 shares of Tesla worth $1.02M as of Q2 2026.
  • Acorn Wealth Advisors sold 58 Tesla shares in Q2 2026, an estimated $23.1K.
  • Tesla made up 0.25% of Acorn Wealth Advisors's portfolio in Q2 2026, its #85 holding.
  • Acorn Wealth Advisors first reported a position in Tesla in Q3 2020 and has held it in 24 quarters since.
  • Acorn Wealth Advisors's Tesla position peaked at $1.12M in Q4 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.