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Avantra Family Wealth’s Tesla TSLA Stock Holding History

Avantra 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 		$215K Buy
+511
New +$203K 0.14% 162
2025
Q2 		– Sell
-1,205
Closed -$312K – 163
2025
Q1 		$312K Buy
+1,205
New +$402K 0.3% 110

Other funds holding TSLA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Avantra Family Wealth opened a new position in Tesla (TSLA) in Q2 2026: 511 shares worth $215K. The stake represents 0.14% of the portfolio and ranks #162 among its holdings. This is a return to the name: Avantra Family Wealth previously reported a position in TSLA as recently as Q1 2025.

Avantra Family Wealth first reported a position in TSLA in Q1 2025 and has held it in 2 quarters since. The position peaked at $312K in Q1 2025. 2,101 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Avantra Family Wealth held 511 shares of Tesla worth $215K as of Q2 2026.
  • Tesla was a new Avantra Family Wealth position in Q2 2026.
  • Tesla made up 0.14% of Avantra Family Wealth's portfolio in Q2 2026, its #162 holding.
  • Avantra Family Wealth first reported a position in Tesla in Q1 2025 and has held it in 2 quarters since.
  • Avantra Family Wealth's Tesla position peaked at $312K in Q1 2025.
  • 2,101 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.