Alliance Wealth Advisors (Utah)’s Tesla TSLA Stock Holding History

Alliance Wealth Advisors (Utah)’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	$2.18M	Sell	5,172 -1,857	-26%	-$739K	0.41%	35
2026 Q1	$2.61M	Sell	7,029 -2,257	-24%	-$930K	0.57%	29
2025 Q4	$4.18M	Sell	9,286 -1,246	-12%	-$552K	0.9%	23
2025 Q3	$4.68M	Buy	10,532 +2,361	+29%	+$819K	1.1%	18
2025 Q2	$2.6M	Buy	8,171 +2,000	+32%	+$603K	0.62%	53
2025 Q1	$1.6M	Buy	6,171 +1,501	+32%	+$500K	0.42%	75
2024 Q4	$1.89M	Buy	4,670 +2,760	+145%	+$888K	0.49%	67
2024 Q3	$500K	Buy	+1,910	New	+$436K	0.13%	152

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

Alliance Wealth Advisors (Utah)'s TSLA Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Tesla (TSLA) stake by 26% in Q2 2026, selling an estimated $739K and leaving 5,172 shares worth $2.18M. The position accounts for 0.41% of the portfolio, ranked #35.

Alliance Wealth Advisors (Utah) first reported a position in TSLA in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.68M in Q3 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Alliance Wealth Advisors (Utah) held 5,172 shares of Tesla worth $2.18M as of Q2 2026.
Alliance Wealth Advisors (Utah) sold 1,857 Tesla shares in Q2 2026, an estimated $739K.
Tesla made up 0.41% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #35 holding.
Alliance Wealth Advisors (Utah) first reported a position in Tesla in Q3 2024 and has held it in 8 quarters since.
Alliance Wealth Advisors (Utah)'s Tesla position peaked at $4.68M in Q3 2025.
4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.