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Blodgett Wealth Advisors’s Tesla TSLA Stock Holding History

Blodgett 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 		$967K Hold
2,300
– – 0.65% 26
2026
Q1 		$855K Sell
2,300
-100
-4% -$41.2K 0.68% 28
2025
Q4 		$1.08M Hold
2,400
– – 0.75% 21
2025
Q3 		$1.07M Hold
2,400
– – 0.74% 23
2025
Q2 		$762K Sell
2,400
-900
-27% -$271K 0.6% 28
2025
Q1 		$855K Buy
3,300
+35
+1% +$11.7K 0.73% 25
2024
Q4 		$1.32M Sell
3,265
-40
-1% -$12.9K 1.03% 19
2024
Q3 		$865K Sell
3,305
-100
-3% -$22.8K 0.73% 22
2024
Q2 		$674K Buy
3,405
+1,700
+100% +$297K 0.57% 27
2024
Q1 		$300K Sell
1,705
-750
-31% -$147K 0.27% 49
2023
Q4 		$610K Buy
2,455
+485
+25% +$115K 0.62% 27
2023
Q3 		$493K Buy
1,970
+300
+18% +$77.1K 0.54% 33
2023
Q2 		$437K Sell
1,670
-360
-18% -$72K 0.45% 38
2023
Q1 		$421K Sell
2,030
-60
-3% -$10.5K 0.49% 38
2022
Q4 		$257K Sell
2,090
-1,000
-32% -$189K 0.31% 50
2022
Q3 		$820K Sell
3,090
-540
-15% -$151K 0.98% 26
2022
Q2 		$815K Sell
3,630
-255
-7% -$69.6K 0.89% 27
2022
Q1 		$1.4M Buy
3,885
+825
+27% +$257K 1.16% 22
2021
Q4 		$1.08M Buy
+3,060
New +$1.03M 0.84% 30

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

Blodgett Wealth Advisors's TSLA Position: Q2 2026 in Review

Blodgett Wealth Advisors held its Tesla (TSLA) position steady in Q2 2026 at 2,300 shares worth $967K. The position accounts for 0.65% of the portfolio, ranked #26.

Blodgett Wealth Advisors first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.4M in Q1 2022. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Blodgett Wealth Advisors held 2,300 shares of Tesla worth $967K as of Q2 2026.
  • Blodgett Wealth Advisors left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 0.65% of Blodgett Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Blodgett Wealth Advisors first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • Blodgett Wealth Advisors's Tesla position peaked at $1.4M in Q1 2022.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.