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Avid Wealth Partners’s Tesla TSLA Stock Holding History

Avid Wealth Partners’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 		$1.23M Buy
2,928
+327
+13% +$130K 0.6% 25
2026
Q1 		$967K Sell
2,601
-2
-0.1% -$824 0.46% 32
2025
Q4 		$1.17M Buy
2,603
+99
+4% +$43.9K 0.57% 30
2025
Q3 		$1.11M Buy
2,504
+975
+64% +$338K 0.55% 28
2025
Q2 		$486K Buy
1,529
+100
+7% +$30.1K 0.28% 32
2025
Q1 		$370K Buy
+1,429
New +$476K 0.25% 38

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

Avid Wealth Partners's TSLA Position: Q2 2026 in Review

Avid Wealth Partners increased its Tesla (TSLA) stake by 13% in Q2 2026, buying an estimated $130K and bringing the position to 2,928 shares worth $1.23M. The position accounts for 0.6% of the portfolio, ranked #25.

Avid Wealth Partners first reported a position in TSLA in Q1 2025 and has held it in 6 quarters since. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Avid Wealth Partners held 2,928 shares of Tesla worth $1.23M as of Q2 2026.
  • Avid Wealth Partners bought 327 Tesla shares in Q2 2026, an estimated $130K.
  • Tesla made up 0.6% of Avid Wealth Partners's portfolio in Q2 2026, its #25 holding.
  • Avid Wealth Partners first reported a position in Tesla in Q1 2025 and has held it in 6 quarters since.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.