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Atlantic Family Wealth’s Tesla TSLA Stock Holding History

Atlantic Family Wealth’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 		$274K Sell
652
-132
-17% -$52.5K 0.18% 47
2026
Q1 		$291K Buy
784
+216
+38% +$89K 0.21% 44
2025
Q4 		$255K Hold
568
– – 0.19% 41
2025
Q3 		$253K Buy
+568
New +$197K 0.2% 43

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

Atlantic Family Wealth's TSLA Position: Q2 2026 in Review

Atlantic Family Wealth reduced its Tesla (TSLA) stake by 17% in Q2 2026, selling an estimated $52.5K and leaving 652 shares worth $274K. The position accounts for 0.18% of the portfolio, ranked #47.

Atlantic Family Wealth first reported a position in TSLA in Q3 2025 and has held it in 4 quarters since. The position peaked at $291K in Q1 2026. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Atlantic Family Wealth held 652 shares of Tesla worth $274K as of Q2 2026.
  • Atlantic Family Wealth sold 132 Tesla shares in Q2 2026, an estimated $52.5K.
  • Tesla made up 0.18% of Atlantic Family Wealth's portfolio in Q2 2026, its #47 holding.
  • Atlantic Family Wealth first reported a position in Tesla in Q3 2025 and has held it in 4 quarters since.
  • Atlantic Family Wealth's Tesla position peaked at $291K in Q1 2026.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Atlantic Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.