Avant Financial Advisors’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$417K Buy
992
+110
+12% +$43.7K 0.26% 48
2026
Q1
$328K Buy
882
+5
+0.6% +$2.06K 0.23% 54
2025
Q4
$394K Buy
877
+12
+1% +$5.32K 0.28% 53
2025
Q3
$385K Hold
865
0.29% 53
2025
Q2
$275K Sell
865
-250
-22% -$75.3K 0.23% 56
2025
Q1
$289K Sell
1,115
-170
-13% -$56.7K 0.26% 54
2024
Q4
$519K Buy
+1,285
New +$413K 0.48% 44

Other funds holding TSLA

Avant Financial Advisors's TSLA Position: Q2 2026 in Review

Avant Financial Advisors increased its Tesla (TSLA) stake by 12% in Q2 2026, buying an estimated $43.7K and bringing the position to 992 shares worth $417K. The position accounts for 0.26% of the portfolio, ranked #48.

Avant Financial Advisors first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $519K in Q4 2024. 1,446 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Avant Financial Advisors held 992 shares of Tesla worth $417K as of Q2 2026.
  • Avant Financial Advisors bought 110 Tesla shares in Q2 2026, an estimated $43.7K.
  • Tesla made up 0.26% of Avant Financial Advisors's portfolio in Q2 2026, its #48 holding.
  • Avant Financial Advisors first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • Avant Financial Advisors's Tesla position peaked at $519K in Q4 2024.
  • 1,446 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.