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Capital Advisors Wealth Management’s Tesla TSLA Stock Holding History

Capital Advisors 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 		$980K Buy
2,329
+107
+5% +$42.6K 0.12% 104
2026
Q1 		$826K Buy
2,222
+41
+2% +$16.9K 0.11% 109
2025
Q4 		$981K Buy
2,181
+27
+1% +$12K 0.13% 89
2025
Q3 		$958K Sell
2,154
-384
-15% -$133K 0.14% 79
2025
Q2 		$806K Sell
2,538
-7
-0.3% -$2.11K 0.13% 83
2025
Q1 		$660K Sell
2,545
-81
-3% -$27K 0.12% 89
2024
Q4 		$1.06M Buy
2,626
+307
+13% +$98.8K 0.19% 63
2024
Q3 		$607K Sell
2,319
-68
-3% -$15.5K 0.11% 85
2024
Q2 		$472K Sell
2,387
-170
-7% -$29.7K 0.09% 89
2024
Q1 		$449K Buy
2,557
+54
+2% +$10.6K 0.09% 92
2023
Q4 		$622K Buy
2,503
+338
+16% +$80.3K 0.14% 70
2023
Q3 		$542K Buy
2,165
+33
+2% +$8.48K 0.14% 76
2023
Q2 		$558K Buy
2,132
+561
+36% +$112K 0.14% 76
2023
Q1 		$326K Buy
+1,571
New +$274K 0.09% 98
2022
Q4 		– Sell
-1,311
Closed -$348K – 135
2022
Q3 		$348K Sell
1,311
-9
-0.7% -$2.51K 0.12% 85
2022
Q2 		$296K Hold
1,320
– – 0.1% 87
2022
Q1 		$474K Sell
1,320
-63
-5% -$19.6K 0.15% 71
2021
Q4 		$487K Buy
1,383
+69
+5% +$23.1K 0.15% 67
2021
Q3 		$340K Hold
1,314
– – 0.12% 80
2021
Q2 		$298K Sell
1,314
-21
-2% -$4.56K 0.11% 74
2021
Q1 		$297K Buy
+1,335
New +$335K 0.13% 69

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

Capital Advisors Wealth Management's TSLA Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Tesla (TSLA) stake by 4.8% in Q2 2026, buying an estimated $42.6K and bringing the position to 2,329 shares worth $980K. The position accounts for 0.12% of the portfolio, ranked #104.

Capital Advisors Wealth Management first reported a position in TSLA in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.06M in Q4 2024. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Capital Advisors Wealth Management held 2,329 shares of Tesla worth $980K as of Q2 2026.
  • Capital Advisors Wealth Management bought 107 Tesla shares in Q2 2026, an estimated $42.6K.
  • Tesla made up 0.12% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Capital Advisors Wealth Management first reported a position in Tesla in Q1 2021 and has held it in 21 quarters since.
  • Capital Advisors Wealth Management's Tesla position peaked at $1.06M in Q4 2024.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.