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Arbor Trust Wealth Advisors’s Tesla TSLA Stock Holding History

Arbor Trust 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 		$245K Buy
+582
New +$231K 0.1% 89
2026
Q1 		– Sell
-647
Closed -$291K – 92
2025
Q4 		$291K Sell
647
-55
-8% -$24.4K 0.13% 75
2025
Q3 		$312K Sell
702
-90
-11% -$31.2K 0.14% 72
2025
Q2 		$252K Sell
792
-212
-21% -$63.9K 0.12% 78
2025
Q1 		$260K Sell
1,004
-48
-5% -$16K 0.12% 84
2024
Q4 		$425K Sell
1,052
-587
-36% -$189K 0.2% 68
2024
Q3 		$324K Hold
1,639
– – 0.17% 76
2024
Q2 		$324K Sell
1,639
-710
-30% -$124K 0.17% 76
2024
Q1 		$403K Sell
2,349
-20
-0.8% -$3.91K 0.22% 71
2023
Q4 		$589K Sell
2,369
-25
-1% -$5.94K 0.35% 60
2023
Q3 		$599K Sell
2,394
-20
-0.8% -$5.14K 0.39% 56
2023
Q2 		$632K Sell
2,414
-1,250
-34% -$250K 0.4% 53
2023
Q1 		$760K Buy
3,664
+1,197
+49% +$209K 0.5% 48
2022
Q4 		$304K Buy
2,467
+75
+3% +$14.2K 0.21% 75
2022
Q3 		$635K Sell
2,392
-29
-1% -$8.1K 0.48% 48
2022
Q2 		$544K Sell
2,421
-87
-3% -$23.7K 0.38% 58
2022
Q1 		$901K Hold
2,508
– – 0.54% 48
2021
Q4 		$884K Sell
2,508
-5,772
-70% -$1.94M 0.51% 47
2021
Q3 		$2.14M Sell
8,280
-75
-0.9% -$17.7K 1.34% 25
2021
Q2 		$1.89M Buy
8,355
+75
+0.9% +$16.3K 1.19% 26
2021
Q1 		$1.84M Buy
8,280
+30
+0.4% +$7.53K 1.23% 26
2020
Q4 		$1.94M Sell
8,250
-135
-2% -$23K 1.41% 24
2020
Q3 		$1.2M Hold
8,385
– – 1.04% 34
2020
Q2 		$604K Buy
8,385
+225
+3% +$12.2K 0.55% 45
2020
Q1 		$285K Sell
8,160
-150
-2% -$6.22K 0.3% 64
2019
Q4 		$232K Buy
+8,310
New +$180K 0.2% 78

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

Arbor Trust Wealth Advisors's TSLA Position: Q2 2026 in Review

Arbor Trust Wealth Advisors opened a new position in Tesla (TSLA) in Q2 2026: 582 shares worth $245K. The stake represents 0.1% of the portfolio and ranks #89 among its holdings. This is a return to the name: Arbor Trust Wealth Advisors previously reported a position in TSLA as recently as Q4 2025.

Arbor Trust Wealth Advisors first reported a position in TSLA in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.14M in Q3 2021. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Arbor Trust Wealth Advisors held 582 shares of Tesla worth $245K as of Q2 2026.
  • Tesla was a new Arbor Trust Wealth Advisors position in Q2 2026.
  • Tesla made up 0.1% of Arbor Trust Wealth Advisors's portfolio in Q2 2026, its #89 holding.
  • Arbor Trust Wealth Advisors first reported a position in Tesla in Q4 2019 and has held it in 26 quarters since.
  • Arbor Trust Wealth Advisors's Tesla position peaked at $2.14M in Q3 2021.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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