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Avion Wealth’s Tesla TSLA Stock Holding History

Avion 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 		$2.78M Buy
6,612
+231
+4% +$91.9K 0.52% 23
2026
Q1 		$2.37M Buy
6,381
+247
+4% +$102K 0.49% 28
2025
Q4 		$2.76M Buy
6,134
+304
+5% +$135K 0.58% 24
2025
Q3 		$2.59M Buy
5,830
+592
+11% +$205K 0.56% 24
2025
Q2 		$1.66M Buy
5,238
+2,252
+75% +$678K 0.38% 28
2025
Q1 		$1.21M Hold
2,986
– – 0.31% 33
2024
Q4 		$1.21M Sell
2,986
-200
-6% -$64.3K 0.31% 33
2024
Q3 		$833K Sell
3,186
-536
-14% -$122K 0.22% 37
2024
Q2 		$736K Buy
3,722
+1,318
+55% +$230K 0.2% 37
2024
Q1 		$423K Sell
2,404
-54
-2% -$10.6K 0.11% 46
2023
Q4 		$611K Buy
2,458
+146
+6% +$34.7K 0.17% 41
2023
Q3 		$578K Buy
2,312
+383
+20% +$98.4K 0.17% 42
2023
Q2 		$504K Buy
1,929
+284
+17% +$56.8K 0.13% 45
2023
Q1 		$202K Buy
1,645
+229
+16% +$39.9K 0.06% 66
2022
Q4 		$375K Hold
1,416
– – 0.12% 45
2022
Q3 		$376K Buy
1,416
+822
+138% +$230K 0.12% 45
2022
Q2 		$133K Buy
594
+3
+0.5% +$819 0.04% 77
2022
Q1 		$212K Hold
591
– – 0.06% 57
2021
Q4 		$208K Buy
591
+66
+13% +$22.1K 0.06% 55
2021
Q3 		$136K Hold
525
– – 0.04% 63
2021
Q2 		$119K Hold
525
– – 0.04% 68
2021
Q1 		$117K Hold
525
– – 0.04% 63
2020
Q4 		$123K Sell
525
-375
-42% -$64K 0.04% 59
2020
Q3 		$129K Buy
900
+150
+20% +$17.7K 0.04% 50
2020
Q2 		$54K Hold
750
– – 0.02% 84
2020
Q1 		$26K Buy
+750
New +$31.1K 0.01% 115

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

Avion Wealth's TSLA Position: Q2 2026 in Review

Avion Wealth increased its Tesla (TSLA) stake by 3.6% in Q2 2026, buying an estimated $91.9K and bringing the position to 6,612 shares worth $2.78M. The position accounts for 0.52% of the portfolio, ranked #23.

Avion Wealth first reported a position in TSLA in Q1 2020 and has held it in 26 quarters since. 4,291 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Avion Wealth held 6,612 shares of Tesla worth $2.78M as of Q2 2026.
  • Avion Wealth bought 231 Tesla shares in Q2 2026, an estimated $91.9K.
  • Tesla made up 0.52% of Avion Wealth's portfolio in Q2 2026, its #23 holding.
  • Avion Wealth first reported a position in Tesla in Q1 2020 and has held it in 26 quarters since.
  • 4,291 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.