Alterna Wealth Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$343K Buy
815
+50
+7% +$19.9K 0.2% 76
2026
Q1
$284K Hold
765
0.22% 82
2025
Q4
$344K Sell
765
-50
-6% -$22.2K 0.29% 76
2025
Q3
$362K Sell
815
-10
-1% -$3.47K 0.3% 71
2025
Q2
$262K Buy
+825
New +$249K 0.21% 88
2025
Q1
Sell
-981
Closed -$396K 119
2024
Q4
$396K Buy
+981
New +$316K 0.33% 63
2023
Q3
Sell
-832
Closed -$218K 111
2023
Q2
$218K Buy
+832
New +$166K 0.25% 94
2020
Q4
Sell
-1,425
Closed -$204K 105
2020
Q3
$204K Buy
+1,425
New +$168K 0.3% 69
2019
Q1
Sell
-10,860
Closed -$262K 311
2018
Q4
$262K Buy
+10,860
New +$234K 0.04% 279

Other funds holding TSLA

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

Alterna Wealth Management increased its Tesla (TSLA) stake by 6.5% in Q2 2026, buying an estimated $19.9K and bringing the position to 815 shares worth $343K. The position accounts for 0.2% of the portfolio, ranked #76.

Alterna Wealth Management first reported a position in TSLA in Q4 2018 and has held it in 9 quarters since. The position peaked at $396K in Q4 2024. 1,453 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Alterna Wealth Management held 815 shares of Tesla worth $343K as of Q2 2026.
  • Alterna Wealth Management bought 50 Tesla shares in Q2 2026, an estimated $19.9K.
  • Tesla made up 0.2% of Alterna Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Alterna Wealth Management first reported a position in Tesla in Q4 2018 and has held it in 9 quarters since.
  • Alterna Wealth Management's Tesla position peaked at $396K in Q4 2024.
  • 1,453 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.