Avior Wealth Management’s Tesla TSLA Stock Holding History

Avior Wealth Management’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	$11.8M	Buy	28,170 +1,690	+6%	+$672K	0.31%	73
2026 Q1	$9.84M	Buy	26,480 +2,392	+10%	+$985K	0.28%	83
2025 Q4	$10.8M	Buy	24,088 +1,310	+6%	+$581K	0.34%	65
2025 Q3	$10.1M	Buy	22,778 +125	+0.6%	+$43.4K	0.33%	65
2025 Q2	$7.2M	Buy	22,653 +5,643	+33%	+$1.7M	0.25%	75
2025 Q1	$4.41M	Sell	17,010 -2,909	-15%	-$969K	0.17%	103
2024 Q4	$8.04M	Sell	19,919 -4,059	-17%	-$1.31M	0.29%	69
2024 Q3	$6.27M	Buy	23,978 +781	+3%	+$178K	0.25%	75
2024 Q2	$4.59M	Sell	23,197 -321	-1%	-$56.1K	0.2%	89
2024 Q1	$4.13M	Buy	23,518 +6,393	+37%	+$1.25M	0.19%	98
2023 Q4	$4.26M	Sell	17,125 -34	-0.2%	-$8.08K	0.26%	74
2023 Q3	$4.29M	Buy	17,159 +140	+0.8%	+$36K	0.29%	69
2023 Q2	$4.46M	Sell	17,019 -90	-0.5%	-$18K	0.29%	67
2023 Q1	$3.55M	Buy	17,109 +5,731	+50%	+$1,000K	0.24%	83
2022 Q4	$1.4M	Buy	11,378 +2,947	+35%	+$558K	0.11%	150
2022 Q3	$2.23M	Buy	8,431 +1,093	+15%	+$305K	0.18%	103
2022 Q2	$1.65M	Buy	7,338 +561	+8%	+$153K	0.17%	109
2022 Q1	$2.43M	Buy	6,777 +2,781	+70%	+$866K	0.21%	96
2021 Q4	$1.41M	Buy	3,996 +180	+5%	+$60.4K	0.12%	141
2021 Q3	$986K	Buy	3,816 +363	+11%	+$85.4K	0.08%	188
2021 Q2	$782K	Sell	3,453 -453	-12%	-$98.3K	0.08%	214
2021 Q1	$869K	Sell	3,906 -138	-3%	-$34.6K	0.09%	196
2020 Q4	$951K	Sell	4,044 -459	-10%	-$78.3K	0.12%	162
2020 Q3	$643K	Buy	4,503 +813	+22%	+$96K	0.09%	185
2020 Q2	$265K	Buy	3,690 +525	+17%	+$28.4K	0.04%	347
2020 Q1	$110K	Buy	3,165 +2,625	+486%	+$109K	0.02%	407
2019 Q4	$15K	Sell	540 -1,500	-74%	-$32.5K	﹤0.01%	564
2019 Q3	$32K	Hold	2,040	–	–	0.01%	493
2019 Q2	$30K	Sell	2,040 -450	-18%	-$7K	0.01%	492
2019 Q1	$46K	Hold	2,490	–	–	0.01%	435
2018 Q4	$55K	Hold	2,490	–	–	0.01%	468
2018 Q3	$44K	Hold	2,490	–	–	0.01%	491
2018 Q2	$57K	Hold	2,490	–	–	0.01%	477
2018 Q1	$44K	Hold	2,490	–	–	0.01%	498
2017 Q4	$52K	Buy	2,490 +1,980	+388%	+$43.1K	0.01%	485
2017 Q3	$12K	Sell	510 -2,550	-83%	-$58.8K	﹤0.01%	319
2017 Q2	$74K	Buy	+3,060	New	+$67.4K	0.03%	168
2017 Q1	–	Sell	-330	Closed	-$5K	–	524
2016 Q4	$5K	Sell	330 -1,050	-76%	-$13.8K	﹤0.01%	393
2016 Q3	$19K	Hold	1,380	–	–	0.01%	299
2016 Q2	$20K	Hold	1,380	–	–	0.01%	283
2016 Q1	$21K	Hold	1,380	–	–	0.01%	278
2015 Q4	$22K	Buy	+1,380	New	+$20.6K	0.01%	243

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avior Wealth Management's TSLA Position: Q2 2026 in Review

Avior Wealth Management increased its Tesla (TSLA) stake by 6.4% in Q2 2026, buying an estimated $672K and bringing the position to 28,170 shares worth $11.8M. The position accounts for 0.31% of the portfolio, ranked #73.

Avior Wealth Management first reported a position in TSLA in Q4 2015 and has held it in 42 quarters since. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Avior Wealth Management held 28,170 shares of Tesla worth $11.8M as of Q2 2026.
Avior Wealth Management bought 1,690 Tesla shares in Q2 2026, an estimated $672K.
Tesla made up 0.31% of Avior Wealth Management's portfolio in Q2 2026, its #73 holding.
Avior Wealth Management first reported a position in Tesla in Q4 2015 and has held it in 42 quarters since.
4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.