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
2023 Q3	–	Sell	-1,200	Closed	-$16	–	107
2023 Q2	$16	Sell	1,200 -11,100	-90%	-$2.22M	﹤0.01%	103
2023 Q1	$1.25K	Sell	12,300 -48,300	-80%	-$8.43M	﹤0.01%	105
2022 Q4	$52.6K	Sell	60,600 -12,600	-17%	-$2.39M	0.02%	92
2022 Q3	$55K	Sell	73,200 -6,600	-8%	-$1.84M	0.02%	85
2022 Q2	$248K	Sell	79,800 -2,100	-3%	-$573K	0.09%	63
2022 Q1	$71K	Buy	81,900 +8,400	+11%	+$2.62M	0.02%	70
2021 Q4	$22.2M	Buy	+73,500	New	+$24.7M	6.53%	3

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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.