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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
Q1 		– Sell
-200
Closed -$89.9K – 186
2025
Q4 		$89.9K Hold
200
– – 0.03% 165
2025
Q3 		$88.9K Buy
+200
New +$69.4K 0.03% 155

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 $3.38T AUM 44.17% 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. 4,317 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.
  • 4,317 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.