Consilium Wealth Advisory’s Tesla TSLA Stock Holding History

Consilium Wealth Advisory’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	$918K	Buy	+2,182	New	+$868K	0.27%	59
2025 Q2	–	Sell	-1,177	Closed	-$305K	–	101
2025 Q1	$305K	Sell	1,177 -49	-4%	-$16.3K	0.15%	74
2024 Q4	$495K	Buy	+1,226	New	+$394K	0.24%	61
2024 Q2	–	Sell	-2,471	Closed	-$434K	–	91
2024 Q1	$434K	Sell	2,471 -38	-2%	-$7.42K	0.24%	61
2023 Q4	$623K	Sell	2,509 -104	-4%	-$24.7K	0.38%	51
2023 Q3	$654K	Buy	2,613 +103	+4%	+$26.5K	0.46%	42
2023 Q2	$657K	Buy	+2,510	New	+$502K	0.46%	43
2022 Q4	–	Sell	-981	Closed	-$260K	–	76
2022 Q3	$260K	Buy	981 +90	+10%	+$25.1K	0.29%	60
2022 Q2	$200K	Sell	891 -96	-10%	-$26.2K	0.22%	70
2022 Q1	$355K	Sell	987 -294	-23%	-$91.6K	0.25%	66
2021 Q4	$451K	Buy	+1,281	New	+$430K	0.29%	64

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Consilium Wealth Advisory's TSLA Position: Q2 2026 in Review

Consilium Wealth Advisory opened a new position in Tesla (TSLA) in Q2 2026: 2,182 shares worth $918K. The stake represents 0.27% of the portfolio and ranks #59 among its holdings. This is a return to the name: Consilium Wealth Advisory previously reported a position in TSLA as recently as Q1 2025.

Consilium Wealth Advisory first reported a position in TSLA in Q4 2021 and has held it in 11 quarters since. 4,308 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Consilium Wealth Advisory held 2,182 shares of Tesla worth $918K as of Q2 2026.
Tesla was a new Consilium Wealth Advisory position in Q2 2026.
Tesla made up 0.27% of Consilium Wealth Advisory's portfolio in Q2 2026, its #59 holding.
Consilium Wealth Advisory first reported a position in Tesla in Q4 2021 and has held it in 11 quarters since.
4,308 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.