AdviceOne Advisory Services’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
$7.68M Buy
18,256
+1
+0% +$398 4.34% 4
2026
Q1
$6.79M Buy
18,255
+152
+0.8% +$62.6K 4.11% 4
2025
Q4
$8.14M Sell
18,103
-756
-4% -$335K 4.81% 4
2025
Q3
$8.39M Sell
18,859
-1,196
-6% -$415K 5.58% 4
2025
Q2
$6.37M Buy
20,055
+1,376
+7% +$415K 4.7% 4
2025
Q1
$4.84M Sell
18,679
-5,210
-22% -$1.74M 3.95% 4
2024
Q4
$9.65M Buy
+23,889
New +$7.69M 8.56% 4

Other funds holding TSLA

AdviceOne Advisory Services's TSLA Position: Q2 2026 in Review

AdviceOne Advisory Services increased its Tesla (TSLA) stake by 0.01% in Q2 2026, buying an estimated $398 and bringing the position to 18,256 shares worth $7.68M. The position accounts for 4.34% of the portfolio, ranked #4.

AdviceOne Advisory Services first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.65M in Q4 2024. 1,453 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • AdviceOne Advisory Services held 18,256 shares of Tesla worth $7.68M as of Q2 2026.
  • AdviceOne Advisory Services bought 1 Tesla share in Q2 2026, an estimated $398.
  • Tesla made up 4.34% of AdviceOne Advisory Services's portfolio in Q2 2026, its #4 holding.
  • AdviceOne Advisory Services first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • AdviceOne Advisory Services's Tesla position peaked at $9.65M in Q4 2024.
  • 1,453 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on AdviceOne Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.