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Affinity Wealth Management’s Tesla TSLA Stock Holding History

Affinity 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 		$832K Sell
1,978
-57
-3% -$22.7K 0.11% 50
2026
Q1 		$757K Sell
2,035
-12
-0.6% -$4.94K 0.11% 47
2025
Q4 		$921K Buy
2,047
+39
+2% +$17.3K 0.13% 48
2025
Q3 		$893K Hold
2,008
– – 0.13% 48
2025
Q2 		$638K Hold
2,008
– – 0.1% 57
2025
Q1 		$520K Sell
2,008
-120
-6% -$40K 0.1% 57
2024
Q4 		$859K Sell
2,128
-408
-16% -$131K 0.15% 49
2024
Q3 		$663K Hold
2,536
– – 0.12% 55
2024
Q2 		$502K Buy
2,536
+50
+2% +$8.74K 0.09% 57
2024
Q1 		$437K Hold
2,486
– – 0.08% 63
2023
Q4 		$618K Hold
2,486
– – 0.13% 54
2023
Q3 		$622K Sell
2,486
-500
-17% -$128K 0.14% 55
2023
Q2 		$782K Buy
2,986
+500
+20% +$100K 0.18% 54
2023
Q1 		$516K Sell
2,486
-1,100
-31% -$192K 0.12% 63
2022
Q4 		$442K Buy
+3,586
New +$679K 0.1% 59
2021
Q2 		– Sell
-1,689
Closed -$406K – 115
2021
Q1 		$406K Buy
1,689
+150
+10% +$37.7K 0.08% 64
2020
Q4 		$433K Buy
+1,539
New +$263K 0.09% 63

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

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

Affinity Wealth Management reduced its Tesla (TSLA) stake by 2.8% in Q2 2026, selling an estimated $22.7K and leaving 1,978 shares worth $832K. The position accounts for 0.11% of the portfolio, ranked #50.

Affinity Wealth Management first reported a position in TSLA in Q4 2020 and has held it in 17 quarters since. The position peaked at $921K in Q4 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Affinity Wealth Management held 1,978 shares of Tesla worth $832K as of Q2 2026.
  • Affinity Wealth Management sold 57 Tesla shares in Q2 2026, an estimated $22.7K.
  • Tesla made up 0.11% of Affinity Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Affinity Wealth Management first reported a position in Tesla in Q4 2020 and has held it in 17 quarters since.
  • Affinity Wealth Management's Tesla position peaked at $921K in Q4 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.