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Amplius Wealth Advisors’s Tesla TSLA Stock Holding History

Amplius 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 		$569K Buy
1,352
+264
+24% +$105K 0.04% 111
2026
Q1 		$405K Buy
1,088
+90
+9% +$37.1K 0.03% 123
2025
Q4 		$449K Buy
998
+35
+4% +$15.5K 0.04% 112
2025
Q3 		$428K Sell
963
-659
-41% -$229K 0.04% 119
2025
Q2 		$515K Buy
1,622
+36
+2% +$10.8K 0.05% 115
2025
Q1 		$411K Buy
1,586
+402
+34% +$134K 0.04% 123
2024
Q4 		$478K Sell
1,184
-286
-19% -$92K 0.05% 109
2024
Q3 		$385K Sell
1,470
-19
-1% -$4.33K 0.04% 113
2024
Q2 		$295K Sell
1,489
-23
-2% -$4.02K 0.03% 131
2024
Q1 		$266K Sell
1,512
-111
-7% -$21.7K 0.03% 139
2023
Q4 		$403K Buy
1,623
+40
+3% +$9.51K 0.05% 109
2023
Q3 		$396K Buy
1,583
+125
+9% +$32.1K 0.05% 106
2023
Q2 		$382K Sell
1,458
-16
-1% -$3.2K 0.05% 115
2023
Q1 		$306K Buy
+1,474
New +$257K 0.04% 122
2022
Q4 		– Sell
-1,714
Closed -$455K – 190
2022
Q3 		$455K Buy
1,714
+202
+13% +$56.4K 0.08% 92
2022
Q2 		$339K Sell
1,512
-426
-22% -$116K 0.05% 122
2022
Q1 		$696K Buy
1,938
+90
+5% +$28K 0.11% 82
2021
Q4 		$650K Buy
+1,848
New +$620K 0.09% 91

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Amplius Wealth Advisors increased its Tesla (TSLA) stake by 24% in Q2 2026, buying an estimated $105K and bringing the position to 1,352 shares worth $569K. The position accounts for 0.04% of the portfolio, ranked #111.

Amplius Wealth Advisors first reported a position in TSLA in Q4 2021 and has held it in 18 quarters since. The position peaked at $696K in Q1 2022. 1,453 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Amplius Wealth Advisors held 1,352 shares of Tesla worth $569K as of Q2 2026.
  • Amplius Wealth Advisors bought 264 Tesla shares in Q2 2026, an estimated $105K.
  • Tesla made up 0.04% of Amplius Wealth Advisors's portfolio in Q2 2026, its #111 holding.
  • Amplius Wealth Advisors first reported a position in Tesla in Q4 2021 and has held it in 18 quarters since.
  • Amplius Wealth Advisors's Tesla position peaked at $696K in Q1 2022.
  • 1,453 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.