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Clarus Wealth Advisors’s Tesla TSLA Stock Holding History

Clarus 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 		$2.37M Buy
6,009
+535
+10% +$213K 0.91% 38
2026
Q1 		$1.9M Buy
5,474
+410
+8% +$169K 0.81% 40
2025
Q4 		$2.26M Sell
5,064
-467
-8% -$207K 0.94% 32
2025
Q3 		$2.38M Buy
5,531
+77
+1% +$26.7K 1.05% 27
2025
Q2 		$1.62M Buy
5,454
+780
+17% +$235K 0.75% 41
2025
Q1 		$1.27M Buy
4,674
+1,372
+42% +$457K 0.68% 39
2024
Q4 		$1.33M Sell
3,302
-1,145
-26% -$368K 0.66% 41
2024
Q3 		$1.07M Sell
4,447
-586
-12% -$134K 0.55% 44
2024
Q2 		$1.32M Sell
5,033
-23
-0.5% -$4.02K 0.7% 40
2024
Q1 		$868K Buy
5,056
+1,129
+29% +$221K 0.49% 44
2023
Q4 		$832K Buy
+3,927
New +$933K 0.49% 45
2023
Q2 		$953K Buy
3,474
+68
+2% +$13.6K 0.58% 40
2023
Q1 		$630K Buy
+3,406
New +$594K 0.4% 52
2022
Q4 		– Sell
-1,044
Closed -$233K – 127
2022
Q3 		$233K Hold
1,044
– – 0.17% 100
2022
Q2 		$245K Buy
1,044
+3
+0.3% +$819 0.17% 90
2022
Q1 		$339K Sell
1,041
-9
-0.9% -$2.8K 0.21% 76
2021
Q4 		$387K Hold
1,050
– – 0.22% 68
2021
Q3 		$273K Hold
1,050
– – 0.17% 86
2021
Q2 		$240K Hold
1,050
– – 0.15% 89
2021
Q1 		$237K Sell
1,050
-555
-35% -$139K 0.15% 113
2020
Q4 		$434K Hold
1,605
– – 0.29% 63
2020
Q3 		$221K Buy
+1,605
New +$190K 0.17% 110
2019
Q3 		– Sell
-1,650
Closed -$25K – 509
2019
Q2 		$25K Buy
1,650
+750
+83% +$11.7K 0.02% 344
2019
Q1 		$17K Hold
900
– – 0.01% 450
2018
Q4 		$20K Sell
900
-1,245
-58% -$26.8K 0.03% 406
2018
Q3 		$38K Buy
2,145
+660
+44% +$13.7K 0.02% 337
2018
Q2 		$26K Buy
+1,485
New +$30.2K 0.02% 388

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

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

Clarus Wealth Advisors increased its Tesla (TSLA) stake by 9.8% in Q2 2026, buying an estimated $213K and bringing the position to 6,009 shares worth $2.37M. The position accounts for 0.91% of the portfolio, ranked #38.

Clarus Wealth Advisors first reported a position in TSLA in Q2 2018 and has held it in 27 quarters since. The position peaked at $2.38M in Q3 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Clarus Wealth Advisors held 6,009 shares of Tesla worth $2.37M as of Q2 2026.
  • Clarus Wealth Advisors bought 535 Tesla shares in Q2 2026, an estimated $213K.
  • Tesla made up 0.91% of Clarus Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • Clarus Wealth Advisors first reported a position in Tesla in Q2 2018 and has held it in 27 quarters since.
  • Clarus Wealth Advisors's Tesla position peaked at $2.38M in Q3 2025.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.