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Arkadios Wealth Advisors’s Tesla TSLA Stock Holding History

Arkadios 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 		$15.6M Sell
37,118
-1,435
-4% -$571K 0.24% 89
2026
Q1 		$14.3M Buy
38,553
+5,288
+16% +$2.18M 0.23% 90
2025
Q4 		$15M Buy
33,265
+5,956
+22% +$2.64M 0.29% 65
2025
Q3 		$12.1M Buy
27,309
+3,647
+15% +$1.26M 0.29% 59
2025
Q2 		$7.52M Buy
23,662
+1,392
+6% +$419K 0.22% 102
2025
Q1 		$5.77M Buy
22,270
+2,208
+11% +$736K 0.22% 106
2024
Q4 		$8.1M Buy
20,062
+2,326
+13% +$748K 0.44% 45
2024
Q3 		$4.64M Buy
17,736
+1,360
+8% +$310K 0.26% 84
2024
Q2 		$3.24M Sell
16,376
-2,572
-14% -$450K 0.22% 95
2024
Q1 		$3.33M Sell
18,948
-1,352
-7% -$264K 0.26% 90
2023
Q4 		$5.04M Sell
20,300
-848
-4% -$202K 0.43% 47
2023
Q3 		$5.29M Buy
21,148
+2,991
+16% +$768K 0.5% 42
2023
Q2 		$4.75M Buy
18,157
+159
+0.9% +$31.8K 0.55% 36
2023
Q1 		$3.73M Buy
17,998
+3,664
+26% +$639K 0.44% 53
2022
Q4 		$1.77M Buy
14,334
+1,031
+8% +$195K 0.23% 113
2022
Q3 		$3.53M Buy
13,303
+1,756
+15% +$490K 0.53% 47
2022
Q2 		$2.59M Buy
11,547
+834
+8% +$228K 0.39% 65
2022
Q1 		$3.85M Buy
10,713
+459
+4% +$143K 0.5% 42
2021
Q4 		$3.61M Buy
10,254
+1,443
+16% +$484K 0.48% 46
2021
Q3 		$2.28M Sell
8,811
-786
-8% -$185K 0.33% 82
2021
Q2 		$2.17M Buy
9,597
+1,770
+23% +$384K 0.26% 102
2021
Q1 		$1.74M Sell
7,827
-2,625
-25% -$659K 0.29% 88
2020
Q4 		$2.46M Buy
10,452
+1,959
+23% +$334K 0.52% 49
2020
Q3 		$1.24M Buy
8,493
+153
+2% +$18.1K 0.62% 36
2020
Q2 		$843K Buy
8,340
+75
+0.9% +$4.06K 0.47% 43
2020
Q1 		$289K Buy
8,265
+675
+9% +$28K 0.18% 121
2019
Q4 		$407K Buy
+7,590
New +$165K 0.24% 98

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

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

Arkadios Wealth Advisors reduced its Tesla (TSLA) stake by 3.7% in Q2 2026, selling an estimated $571K and leaving 37,118 shares worth $15.6M. The position accounts for 0.24% of the portfolio, ranked #89.

Arkadios Wealth Advisors first reported a position in TSLA in Q4 2019 and has held it in 27 quarters since. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Arkadios Wealth Advisors held 37,118 shares of Tesla worth $15.6M as of Q2 2026.
  • Arkadios Wealth Advisors sold 1,435 Tesla shares in Q2 2026, an estimated $571K.
  • Tesla made up 0.24% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #89 holding.
  • Arkadios Wealth Advisors first reported a position in Tesla in Q4 2019 and has held it in 27 quarters since.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.