Atlantic Private Wealth’s Tesla TSLA Stock Holding History

Atlantic Private 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	–	Hold	0	–	–	–	299
2026 Q1	–	Sell	-63	Closed	-$26K	–	313
2025 Q4	$28.3K	Buy	63 +15	+31%	+$6.65K	0.02%	150
2025 Q3	$21.3K	Sell	48 -1,195	-96%	-$414K	0.01%	151
2025 Q2	$395K	Buy	1,243 +45	+4%	+$13.6K	0.26%	35
2025 Q1	$311K	Sell	1,198 -21	-2%	-$7K	0.23%	48
2024 Q4	$492K	Sell	1,219 -6	-0.5%	-$1.93K	0.37%	28
2024 Q3	$321K	Buy	1,225 +795	+185%	+$181K	0.24%	36
2024 Q2	$85.1K	Buy	430 +400	+1,333%	+$69.9K	0.07%	53
2024 Q1	$5.27K	Hold	30	–	–	﹤0.01%	95
2023 Q4	$7.45K	Hold	30	–	–	0.01%	86
2023 Q3	$7.51K	Hold	30	–	–	0.01%	86
2023 Q2	$7.85K	Hold	30	–	–	0.01%	83
2023 Q1	$6.22K	Buy	+30	New	+$5.23K	0.01%	79

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

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

Atlantic Private Wealth held its Tesla (TSLA) position steady in Q2 2026 at 0 shares worth $42. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Atlantic Private Wealth first reported a position in TSLA in Q1 2023 and has held it in 12 quarters since. The position peaked at $492K in Q4 2024. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Atlantic Private Wealth held 0 shares of Tesla worth $42 as of Q2 2026.
Atlantic Private Wealth left its Tesla share count unchanged in Q2 2026.
Tesla made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q2 2026, its #299 holding.
Atlantic Private Wealth first reported a position in Tesla in Q1 2023 and has held it in 12 quarters since.
Atlantic Private Wealth's Tesla position peaked at $492K in Q4 2024.
4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.