Avidian Wealth Enterprises’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 | $8.43M | Buy |
20,038
+2,067
| +12% | +$822K | 0.23% | 73 |
|
|
2026
Q1 | $6.68M | Buy |
17,971
+3,530
| +24% | +$1.45M | 0.21% | 76 |
|
|
2025
Q4 | $6.49M | Sell |
14,441
-405
| -3% | -$180K | 0.24% | 66 |
|
|
2025
Q3 | $6.6M | Buy |
14,846
+1,984
| +15% | +$688K | 0.25% | 66 |
|
|
2025
Q2 | $4.09M | Buy |
12,862
+1,260
| +11% | +$380K | 0.17% | 84 |
|
|
2025
Q1 | $3.01M | Buy |
11,602
+2,831
| +32% | +$943K | 0.13% | 95 |
|
|
2024
Q4 | $3.54M | Buy |
8,771
+259
| +3% | +$83.3K | 0.16% | 88 |
|
|
2024
Q3 | $2.23M | Buy |
8,512
+919
| +12% | +$210K | 0.1% | 106 |
|
|
2024
Q2 | $1.5M | Buy |
7,593
+3,856
| +103% | +$674K | 0.06% | 143 |
|
|
2024
Q1 | $657K | Sell |
3,737
-1,745
| -32% | -$341K | 0.03% | 223 |
|
|
2023
Q4 | $1.36M | Sell |
5,482
-882
| -14% | -$210K | 0.08% | 135 |
|
|
2023
Q3 | $1.59M | Buy |
6,364
+524
| +9% | +$135K | 0.11% | 116 |
|
|
2023
Q2 | $1.53M | Sell |
5,840
-4,561
| -44% | -$912K | 0.1% | 136 |
|
|
2023
Q1 | $2.16M | Buy |
10,401
+1,482
| +17% | +$259K | 0.12% | 135 |
|
|
2022
Q4 | $1.1M | Buy |
8,919
+64
| +0.7% | +$12.1K | 0.07% | 163 |
|
|
2022
Q3 | $2.35M | Buy |
8,855
+707
| +9% | +$197K | 0.17% | 84 |
|
|
2022
Q2 | $1.83M | Sell |
8,148
-5,670
| -41% | -$1.55M | 0.13% | 120 |
|
|
2022
Q1 | $4.96M | Buy |
13,818
+4,701
| +52% | +$1.46M | 0.3% | 64 |
|
|
2021
Q4 | $3.21M | Sell |
9,117
-39
| -0.4% | -$13.1K | 0.2% | 88 |
|
|
2021
Q3 | $2.37M | Sell |
9,156
-4,119
| -31% | -$969K | 0.18% | 87 |
|
|
2021
Q2 | $3.01M | Sell |
13,275
-2,292
| -15% | -$498K | 0.23% | 72 |
|
|
2021
Q1 | $3.47M | Sell |
15,567
-201
| -1% | -$50.5K | 0.3% | 57 |
|
|
2020
Q4 | $3.71M | Sell |
15,768
-10,290
| -39% | -$1.76M | 0.35% | 47 |
|
|
2020
Q3 | $3.73M | Buy |
26,058
+4,848
| +23% | +$572K | 0.42% | 47 |
|
|
2020
Q2 | $1.53M | Buy |
21,210
+6,600
| +45% | +$357K | 0.21% | 72 |
|
|
2020
Q1 | $510K | Sell |
14,610
-3,015
| -17% | -$125K | 0.08% | 104 |
|
|
2019
Q4 | $492K | Sell |
17,625
-11,250
| -39% | -$244K | 0.07% | 117 |
|
|
2019
Q3 | $271K | Buy |
28,875
+12,000
| +71% | +$188K | 0.04% | 158 |
|
|
2019
Q2 | $251K | Buy |
16,875
+30
| +0.2% | +$467 | 0.06% | 130 |
|
|
2019
Q1 | $314K | Hold |
16,845
| – | – | 0.07% | 91 |
|
|
2018
Q4 | $374K | Buy |
16,845
+270
| +2% | +$5.81K | 0.13% | 51 |
|
|
2018
Q3 | $293K | Sell |
16,575
-1,575
| -9% | -$32.8K | 0.09% | 83 |
|
|
2018
Q2 | $415K | Hold |
18,150
| – | – | 0.13% | 60 |
|
|
2018
Q1 | $322K | Buy |
+18,150
| New | +$399K | 0.11% | 69 |
|
|
2016
Q2 | – | Sell |
-19,425
| Closed | -$298K | – | 86 |
|
|
2016
Q1 | $298K | Buy |
19,425
+5,775
| +42% | +$76K | 0.16% | 42 |
|
|
2015
Q4 | $218K | Hold |
13,650
| – | – | 0.11% | 39 |
|
|
2015
Q3 | $226K | Hold |
13,650
| – | – | 0.14% | 25 |
|
|
2015
Q2 | $244K | Sell |
13,650
-11,100
| -45% | -$176K | 0.1% | 32 |
|
|
2015
Q1 | $312K | Buy |
+24,750
| New | +$334K | 0.13% | 30 |
|
|
2014
Q4 | – | Sell |
-23,700
| Closed | -$383K | – | 45 |
|
|
2014
Q3 | $383K | Hold |
23,700
| – | – | 0.15% | 30 |
|
|
2014
Q2 | $379K | Buy |
+23,700
| New | +$331K | 0.14% | 32 |
|
Other funds holding TSLA
Avidian Wealth Enterprises's TSLA Position: Q2 2026 in Review
Avidian Wealth Enterprises increased its Tesla (TSLA) stake by 12% in Q2 2026, buying an estimated $822K and bringing the position to 20,038 shares worth $8.43M. The position accounts for 0.23% of the portfolio, ranked #73.
Avidian Wealth Enterprises first reported a position in TSLA in Q2 2014 and has held it in 41 quarters since. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.
- Avidian Wealth Enterprises held 20,038 shares of Tesla worth $8.43M as of Q2 2026.
- Avidian Wealth Enterprises bought 2,067 Tesla shares in Q2 2026, an estimated $822K.
- Tesla made up 0.23% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #73 holding.
- Avidian Wealth Enterprises first reported a position in Tesla in Q2 2014 and has held it in 41 quarters since.
- 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.
Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.