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Core Wealth Advisors (Florida)’s Tesla TSLA Stock Holding History

Core Wealth Advisors (Florida)’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 		$708K Buy
1,682
+11
+0.7% +$4.38K 0.14% 62
2026
Q1 		$621K Buy
1,671
+402
+32% +$166K 0.15% 58
2025
Q4 		$571K Buy
1,269
+92
+8% +$40.8K 0.15% 56
2025
Q3 		$523K Buy
1,177
+278
+31% +$96.4K 0.14% 56
2025
Q2 		$286K Buy
899
+86
+11% +$25.9K 0.08% 64
2025
Q1 		$211K Buy
813
+121
+17% +$40.3K 0.07% 65
2024
Q4 		$279K Buy
+692
New +$223K 0.09% 54
2024
Q2 		– Sell
-446
Closed -$78.4K – 220
2024
Q1 		$78.4K Buy
446
+12
+3% +$2.34K 0.03% 81
2023
Q4 		$108K Buy
434
+146
+51% +$34.7K 0.04% 63
2023
Q3 		$72.1K Buy
288
+35
+14% +$8.99K 0.03% 70
2023
Q2 		$66.2K Buy
+253
New +$50.6K 0.03% 74
2021
Q2 		– Sell
-315
Closed -$70K – 208
2021
Q1 		$70K Buy
315
+30
+11% +$7.53K 0.06% 48
2020
Q4 		$67K Hold
285
– – 0.06% 47
2020
Q3 		$41K Hold
285
– – 0.04% 55
2020
Q2 		$21K Sell
285
-270
-49% -$14.6K 0.02% 72
2020
Q1 		$19K Hold
555
– – 0.01% 72
2019
Q4 		$15K Buy
+555
New +$12K 0.01% 83

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

Core Wealth Advisors (Florida)'s TSLA Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its Tesla (TSLA) stake by 0.66% in Q2 2026, buying an estimated $4.38K and bringing the position to 1,682 shares worth $708K. The position accounts for 0.14% of the portfolio, ranked #62.

Core Wealth Advisors (Florida) first reported a position in TSLA in Q4 2019 and has held it in 17 quarters since. 4,268 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Core Wealth Advisors (Florida) held 1,682 shares of Tesla worth $708K as of Q2 2026.
  • Core Wealth Advisors (Florida) bought 11 Tesla shares in Q2 2026, an estimated $4.38K.
  • Tesla made up 0.14% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #62 holding.
  • Core Wealth Advisors (Florida) first reported a position in Tesla in Q4 2019 and has held it in 17 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.