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CM Wealth Advisors’s Tesla TSLA Stock Holding History

CM 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 		$768K Buy
1,827
+33
+2% +$13.1K 0.14% 69
2026
Q1 		$667K Sell
1,794
-130
-7% -$53.6K 0.14% 63
2025
Q4 		$865K Buy
+1,924
New +$853K 0.2% 51
2023
Q3 		– Sell
-995
Closed -$265K – 165
2023
Q2 		$265K Buy
+995
New +$199K 0.09% 121

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

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

CM Wealth Advisors increased its Tesla (TSLA) stake by 1.8% in Q2 2026, buying an estimated $13.1K and bringing the position to 1,827 shares worth $768K. The position accounts for 0.14% of the portfolio, ranked #69.

CM Wealth Advisors first reported a position in TSLA in Q2 2023 and has held it in 4 quarters since. The position peaked at $865K in Q4 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • CM Wealth Advisors held 1,827 shares of Tesla worth $768K as of Q2 2026.
  • CM Wealth Advisors bought 33 Tesla shares in Q2 2026, an estimated $13.1K.
  • Tesla made up 0.14% of CM Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • CM Wealth Advisors first reported a position in Tesla in Q2 2023 and has held it in 4 quarters since.
  • CM Wealth Advisors's Tesla position peaked at $865K in Q4 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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