Archvest Wealth Advisors’s Tesla TSLA Stock Holding History

Archvest 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	$298K	Buy	+709	New	+$282K	0.17%	59
2025 Q4	–	Sell	-466	Closed	-$207K	–	70
2025 Q3	$207K	Buy	+466	New	+$162K	0.18%	62
2025 Q1	–	Sell	-522	Closed	-$211K	–	64
2024 Q4	$211K	Buy	+522	New	+$168K	0.15%	58
2024 Q1	–	Sell	-911	Closed	-$226K	–	61
2023 Q4	$226K	Buy	+911	New	+$217K	0.17%	51
2023 Q3	–	Sell	-1,003	Closed	-$263K	–	52
2023 Q2	$263K	Buy	1,003 +12	+1%	+$2.4K	0.22%	41
2023 Q1	$206K	Buy	+991	New	+$173K	0.18%	44
2022 Q4	–	Sell	-860	Closed	-$228K	–	43
2022 Q3	$228K	Buy	+860	New	+$240K	0.23%	39
2022 Q2	–	Sell	-843	Closed	-$303K	–	40
2022 Q1	$303K	Buy	843 +15	+2%	+$4.67K	0.27%	34
2021 Q4	$292K	Buy	+828	New	+$278K	0.25%	39

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Archvest Wealth Advisors opened a new position in Tesla (TSLA) in Q2 2026: 709 shares worth $298K. The stake represents 0.17% of the portfolio and ranks #59 among its holdings. This is a return to the name: Archvest Wealth Advisors previously reported a position in TSLA as recently as Q3 2025.

Archvest Wealth Advisors first reported a position in TSLA in Q4 2021 and has held it in 9 quarters since. The position peaked at $303K in Q1 2022. 4,294 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Archvest Wealth Advisors held 709 shares of Tesla worth $298K as of Q2 2026.
Tesla was a new Archvest Wealth Advisors position in Q2 2026.
Tesla made up 0.17% of Archvest Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Archvest Wealth Advisors first reported a position in Tesla in Q4 2021 and has held it in 9 quarters since.
Archvest Wealth Advisors's Tesla position peaked at $303K in Q1 2022.
4,294 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Archvest Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.