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Aprio Wealth Management’s Tesla TSLA Stock Holding History

Aprio 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 		$4.86M Sell
11,546
-1,098
-9% -$437K 0.24% 86
2026
Q1 		$4.7M Buy
12,644
+232
+2% +$95.6K 0.26% 77
2025
Q4 		$5.58M Sell
12,412
-12,677
-51% -$5.62M 0.32% 66
2025
Q3 		$11.2M Sell
25,089
-170
-0.7% -$59K 1.11% 20
2025
Q2 		$8.02M Buy
25,259
+1,684
+7% +$507K 0.91% 21
2025
Q1 		$6.11M Buy
23,575
+15,762
+202% +$5.25M 0.77% 30
2024
Q4 		$3.16M Buy
7,813
+557
+8% +$179K 0.46% 40
2024
Q3 		$1.9M Buy
7,256
+495
+7% +$113K 0.3% 52
2024
Q2 		$1.34M Buy
6,761
+875
+15% +$153K 0.24% 54
2024
Q1 		$1.03M Buy
5,886
+3,866
+191% +$755K 0.2% 59
2023
Q4 		$502K Sell
2,020
-7
-0.3% -$1.66K 0.11% 96
2023
Q3 		$507K Buy
2,027
+291
+17% +$74.8K 0.14% 81
2023
Q2 		$454K Buy
1,736
+3
+0.2% +$600 0.12% 82
2023
Q1 		$360K Buy
+1,733
New +$302K 0.11% 87
2022
Q4 		– Sell
-1,783
Closed -$473K – 128
2022
Q3 		$473K Buy
+1,783
New +$498K 0.19% 62

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

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

Aprio Wealth Management reduced its Tesla (TSLA) stake by 8.7% in Q2 2026, selling an estimated $437K and leaving 11,546 shares worth $4.86M. The position accounts for 0.24% of the portfolio, ranked #86.

Aprio Wealth Management first reported a position in TSLA in Q3 2022 and has held it in 15 quarters since. The position peaked at $11.2M in Q3 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Aprio Wealth Management held 11,546 shares of Tesla worth $4.86M as of Q2 2026.
  • Aprio Wealth Management sold 1,098 Tesla shares in Q2 2026, an estimated $437K.
  • Tesla made up 0.24% of Aprio Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Aprio Wealth Management first reported a position in Tesla in Q3 2022 and has held it in 15 quarters since.
  • Aprio Wealth Management's Tesla position peaked at $11.2M in Q3 2025.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.