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Consilio Wealth Advisors’s Tesla TSLA Stock Holding History

Consilio 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 		$1.57M Buy
3,723
+38
+1% +$15.1K 0.38% 34
2026
Q1 		$1.37M Buy
3,685
+16
+0.4% +$6.59K 0.4% 32
2025
Q4 		$1.65M Buy
3,669
+122
+3% +$54.1K 0.48% 28
2025
Q3 		$1.58M Buy
3,547
+109
+3% +$37.8K 0.52% 26
2025
Q2 		$1.11M Buy
3,438
+111
+3% +$33.4K 0.4% 29
2025
Q1 		$862K Sell
3,327
-43
-1% -$14.3K 0.36% 28
2024
Q4 		$1.36M Sell
3,370
-62
-2% -$19.9K 0.56% 23
2024
Q3 		$898K Buy
3,432
+505
+17% +$115K 0.37% 29
2024
Q2 		$579K Buy
2,927
+278
+10% +$48.6K 0.26% 37
2024
Q1 		$466K Sell
2,649
-244
-8% -$47.7K 0.22% 37
2023
Q4 		$719K Buy
2,893
+349
+14% +$82.9K 0.36% 30
2023
Q3 		$627K Buy
2,544
+141
+6% +$36.2K 0.36% 32
2023
Q2 		$629K Sell
2,403
-102
-4% -$20.4K 0.35% 31
2023
Q1 		$520K Buy
2,505
+145
+6% +$25.3K 0.29% 37
2022
Q4 		$291K Buy
2,360
+586
+33% +$111K 0.19% 38
2022
Q3 		$471K Buy
+1,774
New +$495K 0.37% 33

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

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

Consilio Wealth Advisors increased its Tesla (TSLA) stake by 1% in Q2 2026, buying an estimated $15.1K and bringing the position to 3,723 shares worth $1.57M. The position accounts for 0.38% of the portfolio, ranked #34.

Consilio Wealth Advisors first reported a position in TSLA in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.65M in Q4 2025. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Consilio Wealth Advisors held 3,723 shares of Tesla worth $1.57M as of Q2 2026.
  • Consilio Wealth Advisors bought 38 Tesla shares in Q2 2026, an estimated $15.1K.
  • Tesla made up 0.38% of Consilio Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • Consilio Wealth Advisors first reported a position in Tesla in Q3 2022 and has held it in 16 quarters since.
  • Consilio Wealth Advisors's Tesla position peaked at $1.65M in Q4 2025.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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