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Avaii Wealth Management’s Tesla TSLA Stock Holding History

Avaii Wealth Management’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 		$12M Buy
28,528
+278
+1% +$111K 3.52% 6
2026
Q1 		$10.5M Buy
28,250
+3,027
+12% +$1.25M 3.66% 6
2025
Q4 		$11.3M Sell
25,223
-2,979
-11% -$1.32M 4.11% 4
2025
Q3 		$12.5M Buy
28,202
+10,105
+56% +$3.5M 4.77% 3
2025
Q2 		$5.75M Buy
18,097
+6,546
+57% +$1.97M 2.55% 15
2025
Q1 		$2.99M Buy
11,551
+7,915
+218% +$2.64M 1.6% 17
2024
Q4 		$1.47M Buy
3,636
+31
+0.9% +$9.97K 0.72% 21
2024
Q3 		$943K Buy
3,605
+210
+6% +$47.9K 0.48% 28
2024
Q2 		$672K Buy
3,395
+138
+4% +$24.1K 0.37% 45
2024
Q1 		$573K Sell
3,257
-1,236
-28% -$241K 0.34% 53
2023
Q4 		$1.12M Sell
4,493
-1,455
-24% -$346K 0.73% 22
2023
Q3 		$1.49M Buy
5,948
+186
+3% +$47.8K 1.13% 15
2023
Q2 		$1.51M Buy
5,762
+1,208
+27% +$242K 1.16% 15
2023
Q1 		$945K Buy
4,554
+2,891
+174% +$504K 0.82% 26
2022
Q4 		$205K Sell
1,663
-443
-21% -$83.9K 0.18% 119
2022
Q3 		$559K Sell
2,106
-549
-21% -$153K 0.58% 39
2022
Q2 		$596K Buy
2,655
+366
+16% +$99.9K 0.64% 26
2022
Q1 		$822K Buy
+2,289
New +$713K 0.76% 22

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

Avaii Wealth Management's TSLA Position: Q2 2026 in Review

Avaii Wealth Management increased its Tesla (TSLA) stake by 0.98% in Q2 2026, buying an estimated $111K and bringing the position to 28,528 shares worth $12M. The position accounts for 3.52% of the portfolio, ranked #6.

Avaii Wealth Management first reported a position in TSLA in Q1 2022 and has held it in 18 quarters since. The position peaked at $12.5M in Q3 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Avaii Wealth Management held 28,528 shares of Tesla worth $12M as of Q2 2026.
  • Avaii Wealth Management bought 278 Tesla shares in Q2 2026, an estimated $111K.
  • Tesla made up 3.52% of Avaii Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Avaii Wealth Management first reported a position in Tesla in Q1 2022 and has held it in 18 quarters since.
  • Avaii Wealth Management's Tesla position peaked at $12.5M in Q3 2025.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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