Axxcess Wealth Management’s Tesla TSLA Stock Holding History

Axxcess 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	$29.1M	Sell	69,230 -325	-0.5%	-$129K	0.46%	46
2026 Q1	$24.9M	Sell	69,555 -7,054	-9%	-$2.91M	0.8%	30
2025 Q4	$33.4M	Buy	76,609 +11,726	+18%	+$5.2M	0.58%	40
2025 Q3	$28.5M	Buy	64,883 +564	+0.9%	+$196K	0.6%	35
2025 Q2	$20.3M	Buy	64,319 +475	+0.7%	+$143K	0.48%	41
2025 Q1	$16.5M	Buy	63,844 +4,349	+7%	+$1.45M	0.44%	52
2024 Q4	$24M	Buy	59,495 +1,623	+3%	+$522K	0.58%	36
2024 Q3	$15.1M	Sell	57,872 -10,936	-16%	-$2.49M	0.37%	55
2024 Q2	$13.6M	Buy	68,808 +14,124	+26%	+$2.47M	0.36%	54
2024 Q1	$9.61M	Buy	54,684 +6,895	+14%	+$1.35M	0.26%	78
2023 Q4	$11.9M	Sell	47,789 -1,660	-3%	-$395K	0.34%	61
2023 Q3	$12.3M	Buy	49,449 +14,490	+41%	+$3.72M	0.42%	51
2023 Q2	$9.15M	Buy	34,959 +909	+3%	+$182K	0.66%	30
2023 Q1	$7.06M	Buy	34,050 +2,114	+7%	+$369K	0.53%	40
2022 Q4	$3.9M	Sell	31,936 -12,098	-27%	-$2.29M	0.32%	67
2022 Q3	$11.6M	Buy	+44,034	New	+$12.3M	1.1%	14

Other funds holding TSLA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Axxcess Wealth Management reduced its Tesla (TSLA) stake by 0.47% in Q2 2026, selling an estimated $129K and leaving 69,230 shares worth $29.1M. The position accounts for 0.46% of the portfolio, ranked #46.

Axxcess Wealth Management first reported a position in TSLA in Q3 2022 and has held it in 16 quarters since. The position peaked at $33.4M in Q4 2025. 2,041 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Axxcess Wealth Management held 69,230 shares of Tesla worth $29.1M as of Q2 2026.
Axxcess Wealth Management sold 325 Tesla shares in Q2 2026, an estimated $129K.
Tesla made up 0.46% of Axxcess Wealth Management's portfolio in Q2 2026, its #46 holding.
Axxcess Wealth Management first reported a position in Tesla in Q3 2022 and has held it in 16 quarters since.
Axxcess Wealth Management's Tesla position peaked at $33.4M in Q4 2025.
2,041 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.