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Blue Zone Wealth Advisors’s Tesla TSLA Stock Holding History

Blue Zone 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 		$5.09M Buy
12,100
+847
+8% +$337K 0.89% 40
2026
Q1 		$4.18M Sell
11,253
-56
-0.5% -$23.1K 0.85% 42
2025
Q4 		$5.09M Sell
11,309
-1
-0% -$443 0.97% 45
2025
Q3 		$5.03M Buy
11,310
+1,766
+19% +$613K 1% 45
2025
Q2 		$3.03M Buy
9,544
+1,795
+23% +$541K 0.76% 54
2025
Q1 		$2.01M Buy
7,749
+306
+4% +$102K 0.56% 58
2024
Q4 		$3.01M Sell
7,443
-93
-1% -$29.9K 0.87% 52
2024
Q3 		$1.97M Sell
7,536
-360
-5% -$82.1K 0.61% 54
2024
Q2 		$1.56M Buy
7,896
+1,091
+16% +$191K 0.54% 55
2024
Q1 		$1.2M Sell
6,805
-285
-4% -$55.7K 0.41% 57
2023
Q4 		$1.76M Buy
7,090
+235
+3% +$55.8K 0.7% 48
2023
Q3 		$1.72M Sell
6,855
-20
-0.3% -$5.14K 0.75% 48
2023
Q2 		$1.8M Sell
6,875
-15
-0.2% -$3K 0.83% 45
2023
Q1 		$1.43M Buy
6,890
+41
+0.6% +$7.15K 0.76% 44
2022
Q4 		$844K Sell
6,849
-45
-0.7% -$8.52K 0.45% 47
2022
Q3 		$1.83M Buy
6,894
+99
+1% +$27.6K 0.95% 41
2022
Q2 		$1.52M Sell
6,795
-189
-3% -$51.6K 0.69% 52
2022
Q1 		$2.51M Sell
6,984
-36
-0.5% -$11.2K 0.94% 41
2021
Q4 		$2.47M Sell
7,020
-18
-0.3% -$6.04K 0.82% 50
2021
Q3 		$1.82M Sell
7,038
-75
-1% -$17.7K 0.63% 59
2021
Q2 		$1.61M Hold
7,113
– – 0.61% 59
2021
Q1 		$1.58M Sell
7,113
-6
-0.1% -$1.51K 0.67% 56
2020
Q4 		$1.68M Buy
7,119
+9
+0.1% +$1.54K 0.81% 44
2020
Q3 		$1.02M Sell
7,110
-750
-10% -$88.6K 0.57% 41
2020
Q2 		$566K Buy
+7,860
New +$425K 0.32% 43

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

Blue Zone Wealth Advisors's TSLA Position: Q2 2026 in Review

Blue Zone Wealth Advisors increased its Tesla (TSLA) stake by 7.5% in Q2 2026, buying an estimated $337K and bringing the position to 12,100 shares worth $5.09M. The position accounts for 0.89% of the portfolio, ranked #40.

Blue Zone Wealth Advisors first reported a position in TSLA in Q2 2020 and has held it in 25 quarters since. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Blue Zone Wealth Advisors held 12,100 shares of Tesla worth $5.09M as of Q2 2026.
  • Blue Zone Wealth Advisors bought 847 Tesla shares in Q2 2026, an estimated $337K.
  • Tesla made up 0.89% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • Blue Zone Wealth Advisors first reported a position in Tesla in Q2 2020 and has held it in 25 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.