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CWC Advisors’s Tesla TSLA Stock Holding History

CWC 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 		$929K Sell
2,209
-22
-1% -$8.75K 0.41% 63
2026
Q1 		$829K Buy
2,231
+80
+4% +$33K 0.39% 62
2025
Q4 		$967K Sell
2,151
-374
-15% -$166K 0.47% 55
2025
Q3 		$1.12M Sell
2,525
-57
-2% -$19.8K 0.55% 47
2025
Q2 		$820K Sell
2,582
-1
-0% -$301 0.42% 55
2025
Q1 		$669K Sell
2,583
-33
-1% -$11K 0.38% 61
2024
Q4 		$1.06M Buy
2,616
+2
+0.1% +$643 1.05% 29
2024
Q3 		$684K Buy
+2,614
New +$596K 0.68% 47

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

CWC Advisors's TSLA Position: Q2 2026 in Review

CWC Advisors reduced its Tesla (TSLA) stake by 0.99% in Q2 2026, selling an estimated $8.75K and leaving 2,209 shares worth $929K. The position accounts for 0.41% of the portfolio, ranked #63.

CWC Advisors first reported a position in TSLA in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.12M in Q3 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • CWC Advisors held 2,209 shares of Tesla worth $929K as of Q2 2026.
  • CWC Advisors sold 22 Tesla shares in Q2 2026, an estimated $8.75K.
  • Tesla made up 0.41% of CWC Advisors's portfolio in Q2 2026, its #63 holding.
  • CWC Advisors first reported a position in Tesla in Q3 2024 and has held it in 8 quarters since.
  • CWC Advisors's Tesla position peaked at $1.12M in Q3 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.