Avondale Wealth Management’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 | $2.41M | Buy |
5,727
+79
| +1% | +$31.4K | 0.98% | 17 |
|
|
2026
Q1 | $2.1M | Buy |
5,648
+450
| +9% | +$185K | 1.03% | 19 |
|
|
2025
Q4 | $2.34M | Sell |
5,198
-230
| -4% | -$102K | 1.2% | 15 |
|
|
2025
Q3 | $2.41M | Buy |
5,428
+383
| +8% | +$133K | 1.29% | 14 |
|
|
2025
Q2 | $1.6M | Buy |
5,045
+1,099
| +28% | +$331K | 0.9% | 20 |
|
|
2025
Q1 | $1.02M | Buy |
3,946
+1,165
| +42% | +$388K | 0.64% | 25 |
|
|
2024
Q4 | $1.12M | Buy |
2,781
+11
| +0.4% | +$3.54K | 0.72% | 21 |
|
|
2024
Q3 | $725K | Sell |
2,770
-450
| -14% | -$103K | 0.47% | 27 |
|
|
2024
Q2 | $637K | Buy |
3,220
+370
| +13% | +$64.7K | 0.44% | 25 |
|
|
2024
Q1 | $501K | Buy |
2,850
+1,340
| +89% | +$262K | 0.35% | 26 |
|
|
2023
Q4 | $375K | Sell |
1,510
-410
| -21% | -$97.4K | 0.3% | 28 |
|
|
2023
Q3 | $480K | Hold |
1,920
| – | – | 0.42% | 27 |
|
|
2023
Q2 | $503K | Buy |
1,920
+540
| +39% | +$108K | 0.42% | 27 |
|
|
2023
Q1 | $286K | Hold |
1,380
| – | – | 0.25% | 37 |
|
|
2022
Q4 | $170K | Buy |
1,380
+540
| +64% | +$102K | 0.15% | 39 |
|
|
2022
Q3 | $223K | Sell |
840
-510
| -38% | -$142K | 0.24% | 33 |
|
|
2022
Q2 | $303K | Sell |
1,350
-15
| -1% | -$4.09K | 0.35% | 28 |
|
|
2022
Q1 | $490K | Sell |
1,365
-135
| -9% | -$42K | 0.58% | 22 |
|
|
2021
Q4 | $528K | Sell |
1,500
-1,200
| -44% | -$402K | 0.53% | 21 |
|
|
2021
Q3 | $698K | Sell |
2,700
-900
| -25% | -$212K | 0.68% | 20 |
|
|
2021
Q2 | $816K | Sell |
3,600
-300
| -8% | -$65.1K | 0.76% | 19 |
|
|
2021
Q1 | $868K | Buy |
3,900
+600
| +18% | +$151K | 0.85% | 19 |
|
|
2020
Q4 | $776K | Hold |
3,300
| – | – | 0.9% | 13 |
|
|
2020
Q3 | $472K | Sell |
3,300
-5,100
| -61% | -$602K | 0.71% | 14 |
|
|
2020
Q2 | $605K | Sell |
8,400
-7,500
| -47% | -$406K | 0.86% | 12 |
|
|
2020
Q1 | $555K | Hold |
15,900
| – | – | 0.88% | 13 |
|
|
2019
Q4 | $443K | Hold |
15,900
| – | – | 0.65% | 14 |
|
|
2019
Q3 | $255K | Hold |
15,900
| – | – | 0.42% | 21 |
|
|
2019
Q2 | $237K | Buy |
15,900
+7,500
| +89% | +$117K | 0.17% | 23 |
|
|
2019
Q1 | $157K | Hold |
8,400
| – | – | 0.12% | 23 |
|
|
2018
Q4 | $186K | Hold |
8,400
| – | – | 0.15% | 22 |
|
|
2018
Q3 | $148K | Hold |
8,400
| – | – | 0.14% | 20 |
|
|
2018
Q2 | $192K | Hold |
8,400
| – | – | 0.16% | 19 |
|
|
2018
Q1 | $149K | Hold |
8,400
| – | – | 0.12% | 20 |
|
|
2017
Q4 | $174K | Buy |
+8,400
| New | +$183K | 0.15% | 22 |
|
Other funds holding TSLA
ECSS
HAM
Avondale Wealth Management's TSLA Position: Q2 2026 in Review
Avondale Wealth Management increased its Tesla (TSLA) stake by 1.4% in Q2 2026, buying an estimated $31.4K and bringing the position to 5,727 shares worth $2.41M. The position accounts for 0.98% of the portfolio, ranked #17.
Avondale Wealth Management first reported a position in TSLA in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.41M in Q3 2025. 1,986 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.
- Avondale Wealth Management held 5,727 shares of Tesla worth $2.41M as of Q2 2026.
- Avondale Wealth Management bought 79 Tesla shares in Q2 2026, an estimated $31.4K.
- Tesla made up 0.98% of Avondale Wealth Management's portfolio in Q2 2026, its #17 holding.
- Avondale Wealth Management first reported a position in Tesla in Q4 2017 and has held it in 35 quarters since.
- Avondale Wealth Management's Tesla position peaked at $2.41M in Q3 2025.
- 1,986 funds tracked by Wall St. Rank held Tesla as of Q2 2026.
Based on Avondale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.