Activest 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
$4.55M Sell
10,809
-3,697
-25% -$1.47M 0.88% 18
2026
Q1
$5.39M Buy
14,506
+3,063
+27% +$1.26M 0.95% 17
2025
Q4
$5.15M Sell
11,443
-96
-0.8% -$42.6K 0.96% 16
2025
Q3
$5.13M Buy
11,539
+419
+4% +$145K 1.04% 17
2025
Q2
$3.53M Buy
11,120
+1,007
+10% +$303K 0.85% 15
2025
Q1
$2.62M Buy
10,113
+256
+3% +$85.3K 0.7% 19
2024
Q4
$3.98M Buy
9,857
+1,038
+12% +$334K 1.11% 16
2024
Q3
$2.31M Sell
8,819
-1,111
-11% -$253K 0.71% 19
2024
Q2
$1.96M Buy
9,930
+8,052
+429% +$1.41M 0.65% 21
2024
Q1
$330K Buy
1,878
+660
+54% +$129K 0.16% 46
2023
Q4
$303K Buy
1,218
+4
+0.3% +$951 0.17% 37
2023
Q3
$304K Buy
+1,214
New +$312K 0.19% 36
2023
Q2
Sell
-1,783
Closed -$355K 410
2023
Q1
$355K Sell
1,783
-9,191
-84% -$1.6M 0.23% 35
2022
Q4
$1.77M Buy
10,974
+1,436
+15% +$272K 0.52% 19
2022
Q3
$2.54M Buy
9,538
+6,793
+247% +$1.9M 0.82% 13
2022
Q2
$616K Buy
2,745
+1,245
+83% +$340K 0.44% 23
2022
Q1
$539K Sell
1,500
-45
-3% -$14K 0.35% 30
2021
Q4
$544K Buy
1,545
+156
+11% +$52.3K 0.34% 39
2021
Q3
$359K Buy
1,389
+132
+11% +$31.1K 0.24% 46
2021
Q2
$285K Sell
1,257
-486
-28% -$106K 0.21% 41
2021
Q1
$387K Buy
+1,743
New +$438K 0.32% 36

Other funds holding TSLA

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

Activest Wealth Management reduced its Tesla (TSLA) stake by 25% in Q2 2026, selling an estimated $1.47M and leaving 10,809 shares worth $4.55M. The position accounts for 0.88% of the portfolio, ranked #18.

Activest Wealth Management first reported a position in TSLA in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.39M in Q1 2026. 1,624 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Activest Wealth Management held 10,809 shares of Tesla worth $4.55M as of Q2 2026.
  • Activest Wealth Management sold 3,697 Tesla shares in Q2 2026, an estimated $1.47M.
  • Tesla made up 0.88% of Activest Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Activest Wealth Management first reported a position in Tesla in Q1 2021 and has held it in 21 quarters since.
  • Activest Wealth Management's Tesla position peaked at $5.39M in Q1 2026.
  • 1,624 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.