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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
2022
Q3 		– Sell
-42,876
Closed -$9.49M – 609
2022
Q2 		$9.49M Buy
42,876
+2,868
+7% +$783K 0.87% 18
2022
Q1 		$14.2M Buy
40,008
+4,950
+14% +$1.54M 1.11% 13
2021
Q4 		$12.2M Buy
+35,058
New +$11.8M 0.89% 16

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

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. 4,307 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.
  • 4,307 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.