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Aquire Wealth Advisors’s Tesla TSLA Stock Holding History

Aquire 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 		$921K Buy
2,189
+159
+8% +$63.2K 0.21% 26
2026
Q1 		$755K Buy
2,030
+187
+10% +$77K 0.2% 28
2025
Q4 		$829K Sell
1,843
-309
-14% -$137K 0.22% 27
2025
Q3 		$957K Buy
2,152
+7
+0.3% +$2.43K 0.24% 24
2025
Q2 		$681K Buy
2,145
+396
+23% +$119K 0.18% 28
2025
Q1 		$453K Sell
1,749
-475
-21% -$158K 0.14% 33
2024
Q4 		$898K Buy
2,224
+2
+0.1% +$643 0.28% 25
2024
Q3 		$581K Sell
2,222
-159
-7% -$36.3K 0.18% 30
2024
Q2 		$471K Sell
2,381
-480
-17% -$83.9K 0.16% 32
2024
Q1 		$503K Sell
2,861
-229
-7% -$44.7K 0.18% 33
2023
Q4 		$768K Sell
3,090
-27
-0.9% -$6.42K 0.29% 27
2023
Q3 		$780K Hold
3,117
– – 0.33% 27
2023
Q2 		$816K Buy
3,117
+76
+2% +$15.2K 0.33% 27
2023
Q1 		$631K Buy
+3,041
New +$530K 0.28% 28
2022
Q4 		– Sell
-1,413
Closed -$375K – 36
2022
Q3 		$375K Hold
1,413
– – 0.22% 30
2022
Q2 		$317K Hold
1,413
– – 0.19% 29
2022
Q1 		$508K Hold
1,413
– – 0.27% 28
2021
Q4 		$498K Buy
+1,413
New +$474K 0.26% 30

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

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

Aquire Wealth Advisors increased its Tesla (TSLA) stake by 7.8% in Q2 2026, buying an estimated $63.2K and bringing the position to 2,189 shares worth $921K. The position accounts for 0.21% of the portfolio, ranked #26.

Aquire Wealth Advisors first reported a position in TSLA in Q4 2021 and has held it in 18 quarters since. The position peaked at $957K in Q3 2025. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Aquire Wealth Advisors held 2,189 shares of Tesla worth $921K as of Q2 2026.
  • Aquire Wealth Advisors bought 159 Tesla shares in Q2 2026, an estimated $63.2K.
  • Tesla made up 0.21% of Aquire Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Aquire Wealth Advisors first reported a position in Tesla in Q4 2021 and has held it in 18 quarters since.
  • Aquire Wealth Advisors's Tesla position peaked at $957K in Q3 2025.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Aquire Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.