AO
TSLA icon

Advisor OS’s Tesla TSLA Stock Holding History

Advisor OS’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 		$4.61M Sell
10,955
-126
-1% -$50.1K 0.31% 56
2026
Q1 		$4.12M Buy
11,081
+1,955
+21% +$805K 0.3% 55
2025
Q4 		$4.1M Buy
9,126
+199
+2% +$88.2K 0.33% 50
2025
Q3 		$3.97M Buy
8,927
+184
+2% +$63.8K 0.34% 42
2025
Q2 		$2.78M Buy
8,743
+2,061
+31% +$621K 0.27% 58
2025
Q1 		$1.73M Sell
6,682
-548
-8% -$183K 0.2% 71
2024
Q4 		$2.92M Buy
7,230
+1,097
+18% +$353K 0.34% 53
2024
Q3 		$1.6M Buy
6,133
+156
+3% +$35.6K 0.16% 108
2024
Q2 		$1.18M Buy
5,977
+15
+0.3% +$2.62K 0.13% 131
2024
Q1 		$1.05M Buy
5,962
+1,341
+29% +$262K 0.12% 159
2023
Q4 		$1.15M Buy
4,621
+566
+14% +$135K 0.15% 127
2023
Q3 		$1.01M Buy
4,055
+279
+7% +$71.7K 0.15% 130
2023
Q2 		$988K Buy
+3,776
New +$755K 0.16% 127
2022
Q4 		– Sell
-1,643
Closed -$435K – 220
2022
Q3 		$435K Buy
1,643
+113
+7% +$31.6K 0.13% 145
2022
Q2 		$344K Buy
1,530
+36
+2% +$9.83K 0.1% 165
2022
Q1 		$537K Sell
1,494
-510
-25% -$159K 0.16% 140
2021
Q4 		$706K Buy
2,004
+375
+23% +$126K 0.14% 135
2021
Q3 		$421K Hold
1,629
– – 0.09% 169
2021
Q2 		$370K Hold
1,629
– – 0.08% 170
2021
Q1 		$362K Sell
1,629
-285
-15% -$71.6K 0.08% 142
2020
Q4 		$450K Buy
1,914
+285
+17% +$48.6K 0.12% 89
2020
Q3 		$233K Buy
+1,629
New +$192K 0.1% 95

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

Advisor OS's TSLA Position: Q2 2026 in Review

Advisor OS reduced its Tesla (TSLA) stake by 1.1% in Q2 2026, selling an estimated $50.1K and leaving 10,955 shares worth $4.61M. The position accounts for 0.31% of the portfolio, ranked #56.

Advisor OS first reported a position in TSLA in Q3 2020 and has held it in 22 quarters since. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Advisor OS held 10,955 shares of Tesla worth $4.61M as of Q2 2026.
  • Advisor OS sold 126 Tesla shares in Q2 2026, an estimated $50.1K.
  • Tesla made up 0.31% of Advisor OS's portfolio in Q2 2026, its #56 holding.
  • Advisor OS first reported a position in Tesla in Q3 2020 and has held it in 22 quarters since.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.