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Avantax Advisory Services’s Tesla TSLA Stock Holding History

Avantax Advisory Services’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
2023
Q1 		– Sell
-1,600
Closed -$5.1K – 1545
2022
Q4 		$5.1K Buy
+1,600
New +$303K ﹤0.01% 1413

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avantax Advisory Services's TSLA Position: Q2 2025 in Review

Avantax Advisory Services increased its Tesla (TSLA) stake by 11% in Q2 2025, buying an estimated $5.43M and bringing the position to 183,083 shares worth $58.2M. The position accounts for 0.32% of the portfolio, ranked #44.

Avantax Advisory Services first reported a position in TSLA in Q4 2018 and has held it in 27 quarters since. The position peaked at $58.2M in Q4 2024. 3,725 funds tracked by Wall St. Rank hold TSLA as of Q2 2025.

  • Avantax Advisory Services held 183,083 shares of Tesla worth $58.2M as of Q2 2025.
  • Avantax Advisory Services bought 18,027 Tesla shares in Q2 2025, an estimated $5.43M.
  • Tesla made up 0.32% of Avantax Advisory Services's portfolio in Q2 2025, its #44 holding.
  • Avantax Advisory Services first reported a position in Tesla in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Tesla position peaked at $58.2M in Q4 2024.
  • 3,725 funds tracked by Wall St. Rank held Tesla as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.