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Adams Wealth Management’s Tesla TSLA Stock Holding History

Adams 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 		$4.93M Buy
11,723
+1,770
+18% +$704K 0.94% 32
2026
Q1 		$3.7M Sell
9,953
-618
-6% -$255K 0.81% 33
2025
Q4 		$4.76M Sell
10,571
-739
-7% -$328K 1.01% 30
2025
Q3 		$5.03M Sell
11,310
-19
-0.2% -$6.59K 1.08% 27
2025
Q2 		$3.6M Sell
11,329
-770
-6% -$232K 0.69% 38
2025
Q1 		$3.13M Buy
12,099
+2,861
+31% +$953K 0.62% 35
2024
Q4 		$3.73M Buy
9,238
+5,955
+181% +$1.92M 0.71% 30
2024
Q3 		$859K Buy
3,283
+1,646
+101% +$375K 0.18% 66
2024
Q2 		$324K Sell
1,637
-21
-1% -$3.67K 0.07% 95
2024
Q1 		$291K Buy
+1,658
New +$324K 0.07% 93
2023
Q3 		– Sell
-1,740
Closed -$447K – 106
2023
Q2 		$455K Sell
1,740
-11,109
-86% -$2.22M 0.14% 79
2023
Q1 		$2.67M Sell
12,849
-48,200
-79% -$8.41M 0.86% 25
2022
Q4 		$7.52M Sell
61,049
-12,267
-17% -$2.32M 2.66% 9
2022
Q3 		$19.4M Sell
73,316
-6,595
-8% -$1.84M 7.28% 2
2022
Q2 		$17.9M Sell
79,911
-2,100
-3% -$573K 6.8% 2
2022
Q1 		$29.5M Buy
82,011
+8,511
+12% +$2.65M 9.64% 2
2021
Q4 		$25.9M Buy
+73,500
New +$24.7M 7.6% 2
2020
Q4 		– Sell
-75
Closed -$11K – 312
2020
Q3 		$11K Buy
+75
New +$8.86K 0.01% 178

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

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

Adams Wealth Management increased its Tesla (TSLA) stake by 18% in Q2 2026, buying an estimated $704K and bringing the position to 11,723 shares worth $4.93M. The position accounts for 0.94% of the portfolio, ranked #32.

Adams Wealth Management first reported a position in TSLA in Q3 2020 and has held it in 18 quarters since. The position peaked at $29.5M in Q1 2022. 4,306 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Adams Wealth Management held 11,723 shares of Tesla worth $4.93M as of Q2 2026.
  • Adams Wealth Management bought 1,770 Tesla shares in Q2 2026, an estimated $704K.
  • Tesla made up 0.94% of Adams Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Adams Wealth Management first reported a position in Tesla in Q3 2020 and has held it in 18 quarters since.
  • Adams Wealth Management's Tesla position peaked at $29.5M in Q1 2022.
  • 4,306 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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