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Chokshi & Queen Wealth Advisors’s Tesla TSLA Stock Holding History

Chokshi & Queen 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 		$1.88M Buy
4,471
+510
+13% +$203K 0.87% 16
2026
Q1 		$1.47M Buy
3,961
+23
+0.6% +$9.47K 0.79% 18
2025
Q4 		$1.77M Sell
3,938
-2,879
-42% -$1.28M 0.93% 17
2025
Q3 		$3.03M Sell
6,817
-5,000
-42% -$1.73M 1.6% 12
2025
Q2 		$3.75M Buy
11,817
+740
+7% +$223K 2.15% 9
2025
Q1 		$2.87M Buy
11,077
+6,753
+156% +$2.25M 1.75% 11
2024
Q4 		$1.75M Buy
+4,324
New +$1.39M 1.08% 16

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

Chokshi & Queen Wealth Advisors's TSLA Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors increased its Tesla (TSLA) stake by 13% in Q2 2026, buying an estimated $203K and bringing the position to 4,471 shares worth $1.88M. The position accounts for 0.87% of the portfolio, ranked #16.

Chokshi & Queen Wealth Advisors first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.75M in Q2 2025. 4,298 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Chokshi & Queen Wealth Advisors held 4,471 shares of Tesla worth $1.88M as of Q2 2026.
  • Chokshi & Queen Wealth Advisors bought 510 Tesla shares in Q2 2026, an estimated $203K.
  • Tesla made up 0.87% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • Chokshi & Queen Wealth Advisors's Tesla position peaked at $3.75M in Q2 2025.
  • 4,298 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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