Advocacy Wealth Management Services’s Tesla TSLA Stock Holding History

Advocacy Wealth Management Services’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	$301K	Buy	+716	New	+$285K	0.01%	144
2022 Q1	–	Sell	-36	Closed	-$13K	–	225
2021 Q4	$13K	Hold	36	–	–	﹤0.01%	117
2021 Q3	$9K	Hold	36	–	–	﹤0.01%	125
2021 Q2	$8K	Hold	36	–	–	﹤0.01%	144
2021 Q1	$8K	Hold	36	–	–	﹤0.01%	126
2020 Q4	$8K	Buy	+36	New	+$6.14K	﹤0.01%	121
2019 Q1	–	Sell	-675	Closed	-$15K	–	171
2018 Q4	$15K	Hold	675	–	–	0.01%	98
2018 Q3	$12K	Hold	675	–	–	0.01%	121
2018 Q2	$15K	Hold	675	–	–	0.01%	107
2018 Q1	$12K	Hold	675	–	–	0.01%	120
2017 Q4	$14K	Sell	675 -1,125	-63%	-$24.5K	0.01%	136
2017 Q3	$36K	Buy	1,800 +1,125	+167%	+$26K	0.01%	84
2017 Q2	$16K	Sell	675 -450	-40%	-$9.91K	0.01%	156
2017 Q1	$21K	Hold	1,125	–	–	0.01%	150
2016 Q4	$16K	Hold	1,125	–	–	﹤0.01%	162
2016 Q3	$15K	Buy	1,125 +675	+150%	+$9.75K	0.01%	240
2016 Q2	$6K	Hold	450	–	–	﹤0.01%	339
2016 Q1	$7K	Hold	450	–	–	﹤0.01%	392
2015 Q4	$7K	Buy	+450	New	+$6.73K	0.01%	395

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

Advocacy Wealth Management Services's TSLA Position: Q2 2026 in Review

Advocacy Wealth Management Services opened a new position in Tesla (TSLA) in Q2 2026: 716 shares worth $301K. The stake represents 0.01% of the portfolio and ranks #144 among its holdings. This is a return to the name: Advocacy Wealth Management Services previously reported a position in TSLA as recently as Q4 2021.

Advocacy Wealth Management Services first reported a position in TSLA in Q4 2015 and has held it in 19 quarters since. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Advocacy Wealth Management Services held 716 shares of Tesla worth $301K as of Q2 2026.
Tesla was a new Advocacy Wealth Management Services position in Q2 2026.
Tesla made up 0.01% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #144 holding.
Advocacy Wealth Management Services first reported a position in Tesla in Q4 2015 and has held it in 19 quarters since.
4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.