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
2023
Q1
Sell
-10,000
Closed -$1.23M 504
2022
Q4
$1.23M Buy
+10,000
New +$1.89M 0.08% 151
2021
Q2
Sell
-525,000
Closed -$3.56M 415
2021
Q1
$3.56M Buy
525,000
+511,200
+3,704% +$128M 0.3% 55
2020
Q4
$628K Buy
+13,800
New +$2.35M 0.06% 154

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. 2,099 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.
  • 2,099 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.