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Apex Wealth Management’s Tesla TSLA Stock Holding History

Apex Wealth Management’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 		$5.15M Sell
12,237
-156
-1% -$62K 3.14% 12
2026
Q1 		$4.61M Buy
12,393
+7,285
+143% +$3M 3.16% 13
2025
Q4 		$2.23M Sell
5,108
-7,597
-60% -$3.37M 2.27% 14
2025
Q3 		$5.65M Sell
12,705
-198
-2% -$68.7K 4.04% 9
2025
Q2 		$4.1M Buy
12,903
+247
+2% +$74.4K 3.29% 11
2025
Q1 		$3.28M Sell
12,656
-1,606
-11% -$535K 2.95% 11
2024
Q4 		$5.76M Buy
+14,262
New +$4.59M 4.97% 5

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

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

Apex Wealth Management reduced its Tesla (TSLA) stake by 1.3% in Q2 2026, selling an estimated $62K and leaving 12,237 shares worth $5.15M. The position accounts for 3.14% of the portfolio, ranked #12.

Apex Wealth Management first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.76M in Q4 2024. 4,304 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Apex Wealth Management held 12,237 shares of Tesla worth $5.15M as of Q2 2026.
  • Apex Wealth Management sold 156 Tesla shares in Q2 2026, an estimated $62K.
  • Tesla made up 3.14% of Apex Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Apex Wealth Management first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • Apex Wealth Management's Tesla position peaked at $5.76M in Q4 2024.
  • 4,304 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Apex Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.