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Alta Wealth Advisors’s Tesla TSLA Stock Holding History

Alta 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 		$2.21M Sell
5,260
-9
-0.2% -$3.58K 0.6% 38
2026
Q1 		$1.96M Buy
5,269
+64
+1% +$26.4K 0.64% 34
2025
Q4 		$2.34M Buy
5,205
+133
+3% +$59K 0.78% 27
2025
Q3 		$2.26M Buy
5,072
+9
+0.2% +$3.12K 0.81% 24
2025
Q2 		$1.61M Sell
5,063
-53
-1% -$16K 0.76% 30
2025
Q1 		$1.33M Sell
5,116
-2,156
-30% -$719K 0.61% 41
2024
Q4 		$2.94M Buy
7,272
+658
+10% +$212K 1.29% 20
2024
Q3 		$1.73M Buy
6,614
+7
+0.1% +$1.6K 0.79% 27
2024
Q2 		$1.31M Sell
6,607
-60
-0.9% -$10.5K 0.65% 37
2024
Q1 		$1.17M Sell
6,667
-7,226
-52% -$1.41M 0.6% 43
2023
Q4 		$3.45M Sell
13,893
-117
-0.8% -$27.8K 1.93% 10
2023
Q3 		$3.51M Sell
14,010
-303
-2% -$77.8K 2.15% 9
2023
Q2 		$3.75M Buy
14,313
+4,778
+50% +$955K 2.2% 10
2023
Q1 		$1.98M Buy
9,535
+42
+0.4% +$7.33K 1.25% 18
2022
Q4 		$1.17M Sell
9,493
-4,001
-30% -$758K 0.79% 30
2022
Q3 		$3.58M Hold
13,494
– – 2.56% 10
2022
Q2 		$3.03M Sell
13,494
-153
-1% -$41.8K 2.1% 14
2022
Q1 		$4.9M Sell
13,647
-195
-1% -$60.7K 2.91% 6
2021
Q4 		$4.88M Buy
13,842
+15
+0.1% +$5.03K 3.01% 5
2021
Q3 		$3.57M Sell
13,827
-537
-4% -$126K 2.6% 6
2021
Q2 		$3.25M Buy
14,364
+195
+1% +$42.3K 2.38% 6
2021
Q1 		$3.15M Sell
14,169
-36
-0.3% -$9.04K 2.64% 6
2020
Q4 		$3.34M Buy
+14,205
New +$2.42M 2.81% 7

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

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

Alta Wealth Advisors reduced its Tesla (TSLA) stake by 0.17% in Q2 2026, selling an estimated $3.58K and leaving 5,260 shares worth $2.21M. The position accounts for 0.6% of the portfolio, ranked #38.

Alta Wealth Advisors first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.9M in Q1 2022. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Alta Wealth Advisors held 5,260 shares of Tesla worth $2.21M as of Q2 2026.
  • Alta Wealth Advisors sold 9 Tesla shares in Q2 2026, an estimated $3.58K.
  • Tesla made up 0.6% of Alta Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • Alta Wealth Advisors first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
  • Alta Wealth Advisors's Tesla position peaked at $4.9M in Q1 2022.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.