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Aviso Wealth Management’s Tesla TSLA Stock Holding History

Aviso 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 		$4.69M Buy
11,149
+469
+4% +$187K 1.6% 17
2026
Q1 		$3.97M Buy
10,680
+258
+2% +$106K 1.79% 16
2025
Q4 		$4.69M Sell
10,422
-505
-5% -$224K 1.97% 11
2025
Q3 		$4.86M Sell
10,927
-341
-3% -$118K 2.12% 8
2025
Q2 		$3.58M Sell
11,268
-181
-2% -$54.5K 1.67% 14
2025
Q1 		$2.97M Sell
11,449
-509
-4% -$170K 1.58% 15
2024
Q4 		$4.83M Sell
11,958
-148
-1% -$47.6K 2.46% 8
2024
Q3 		$3.17M Buy
12,106
+17
+0.1% +$3.88K 1.72% 9
2024
Q2 		$2.39M Buy
12,089
+72
+0.6% +$12.6K 1.42% 12
2024
Q1 		$2.11M Buy
12,017
+923
+8% +$180K 1.33% 17
2023
Q4 		$2.76M Buy
+11,094
New +$2.64M 2% 9

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

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

Aviso Wealth Management increased its Tesla (TSLA) stake by 4.4% in Q2 2026, buying an estimated $187K and bringing the position to 11,149 shares worth $4.69M. The position accounts for 1.6% of the portfolio, ranked #17.

Aviso Wealth Management first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.86M in Q3 2025. 4,308 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Aviso Wealth Management held 11,149 shares of Tesla worth $4.69M as of Q2 2026.
  • Aviso Wealth Management bought 469 Tesla shares in Q2 2026, an estimated $187K.
  • Tesla made up 1.6% of Aviso Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Aviso Wealth Management first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
  • Aviso Wealth Management's Tesla position peaked at $4.86M in Q3 2025.
  • 4,308 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.