Biltmore Wealth Management’s Tesla TSLA Stock Holding History

Biltmore 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	$1.11M	Sell	2,633 -79	-3%	-$31.4K	0.35%	26
2026 Q1	$1.01M	Buy	2,712 +22	+0.8%	+$9.06K	0.36%	24
2025 Q4	$1.21M	Sell	2,690 -18	-0.7%	-$7.98K	0.46%	19
2025 Q3	$1.2M	Sell	2,708 -842	-24%	-$292K	0.46%	19
2025 Q2	$1.13M	Sell	3,550 -179	-5%	-$53.9K	0.46%	21
2025 Q1	$966K	Sell	3,729 -43	-1%	-$14.3K	0.41%	23
2024 Q4	$1.52M	Buy	3,772 +99	+3%	+$31.9K	0.63%	19
2024 Q3	$961K	Buy	3,673 +334	+10%	+$76.2K	0.39%	24
2024 Q2	$661K	Buy	3,339 +70	+2%	+$12.2K	0.29%	32
2024 Q1	$812K	Hold	3,269	–	–	0.39%	27
2023 Q4	$812K	Hold	3,269	–	–	0.39%	27
2023 Q3	$818K	Buy	3,269 +385	+13%	+$98.9K	0.39%	25
2023 Q2	$755K	Buy	+2,884	New	+$577K	0.32%	28

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

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

Biltmore Wealth Management reduced its Tesla (TSLA) stake by 2.9% in Q2 2026, selling an estimated $31.4K and leaving 2,633 shares worth $1.11M. The position accounts for 0.35% of the portfolio, ranked #26.

Biltmore Wealth Management first reported a position in TSLA in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.52M in Q4 2024. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Biltmore Wealth Management held 2,633 shares of Tesla worth $1.11M as of Q2 2026.
Biltmore Wealth Management sold 79 Tesla shares in Q2 2026, an estimated $31.4K.
Tesla made up 0.35% of Biltmore Wealth Management's portfolio in Q2 2026, its #26 holding.
Biltmore Wealth Management first reported a position in Tesla in Q2 2023 and has held it in 13 quarters since.
Biltmore Wealth Management's Tesla position peaked at $1.52M in Q4 2024.
4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Biltmore Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.