Aletheian Wealth Advisors’s Tesla TSLA Stock Holding History

Aletheian Wealth Advisors’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	$1.24M	Buy	2,960 +169	+6%	+$67.2K	0.53%	34
2026 Q1	$1.04M	Buy	+2,791	New	+$1.15M	0.51%	39
2025 Q3	$1.36M	Sell	3,058 -35	-1%	-$12.1K	0.63%	35
2025 Q2	$983K	Sell	3,093 -241	-7%	-$72.6K	0.48%	39
2025 Q1	$864K	Buy	3,334 +864	+35%	+$288K	0.49%	41
2024 Q4	$997K	Buy	2,470 +149	+6%	+$47.9K	0.59%	38
2024 Q3	$607K	Sell	2,321 -2,886	-55%	-$658K	0.35%	47
2024 Q2	$1.03M	Buy	5,207 +365	+8%	+$63.8K	0.54%	42
2024 Q1	$851K	Buy	4,842 +90	+2%	+$17.6K	0.46%	54
2023 Q4	$1.18M	Sell	4,752 -164	-3%	-$39K	0.78%	32
2023 Q3	$1.23M	Sell	4,916 -755	-13%	-$194K	0.94%	28
2023 Q2	$1.48M	Buy	5,671 +3,814	+205%	+$763K	1.02%	24
2023 Q1	$385K	Sell	1,857 -319	-15%	-$55.6K	0.34%	45
2022 Q4	$268K	Buy	2,176 +809	+59%	+$153K	0.23%	68
2022 Q3	$363K	Sell	1,367 -292	-18%	-$81.5K	0.41%	38
2022 Q2	$372K	Buy	1,659 +132	+9%	+$36K	0.38%	41
2022 Q1	$548K	Buy	1,527 +516	+51%	+$161K	0.52%	36
2021 Q4	$356K	Buy	+1,011	New	+$339K	0.35%	39

Other funds holding TSLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

NAH

Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Aletheian Wealth Advisors's TSLA Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its Tesla (TSLA) stake by 6.1% in Q2 2026, buying an estimated $67.2K and bringing the position to 2,960 shares worth $1.24M. The position accounts for 0.53% of the portfolio, ranked #34.

Aletheian Wealth Advisors first reported a position in TSLA in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.48M in Q2 2023. 781 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Aletheian Wealth Advisors held 2,960 shares of Tesla worth $1.24M as of Q2 2026.
Aletheian Wealth Advisors bought 169 Tesla shares in Q2 2026, an estimated $67.2K.
Tesla made up 0.53% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #34 holding.
Aletheian Wealth Advisors first reported a position in Tesla in Q4 2021 and has held it in 18 quarters since.
Aletheian Wealth Advisors's Tesla position peaked at $1.48M in Q2 2023.
781 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.