Benchmark Financial Wealth Advisors’s Tesla TSLA Stock Holding History

Benchmark Financial Wealth Advisors’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	$689K	Buy	1,638 +222	+16%	+$88.3K	0.17%	67
2026 Q1	$526K	Sell	1,416 -287	-17%	-$118K	0.15%	75
2025 Q4	$766K	Buy	1,703 +696	+69%	+$309K	0.22%	58
2025 Q3	$448K	Buy	1,007 +40	+4%	+$13.9K	0.13%	79
2025 Q2	$307K	Buy	+967	New	+$291K	0.1%	88
2022 Q4	–	Sell	-983	Closed	-$261K	–	74
2022 Q3	$261K	Buy	+983	New	+$275K	0.15%	57
2022 Q2	–	Sell	-642	Closed	-$231K	–	86
2022 Q1	$231K	Buy	+642	New	+$200K	0.1%	68

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

Benchmark Financial Wealth Advisors's TSLA Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors increased its Tesla (TSLA) stake by 16% in Q2 2026, buying an estimated $88.3K and bringing the position to 1,638 shares worth $689K. The position accounts for 0.17% of the portfolio, ranked #67.

Benchmark Financial Wealth Advisors first reported a position in TSLA in Q1 2022 and has held it in 7 quarters since. The position peaked at $766K in Q4 2025. 4,286 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Benchmark Financial Wealth Advisors held 1,638 shares of Tesla worth $689K as of Q2 2026.
Benchmark Financial Wealth Advisors bought 222 Tesla shares in Q2 2026, an estimated $88.3K.
Tesla made up 0.17% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #67 holding.
Benchmark Financial Wealth Advisors first reported a position in Tesla in Q1 2022 and has held it in 7 quarters since.
Benchmark Financial Wealth Advisors's Tesla position peaked at $766K in Q4 2025.
4,286 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.