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Dougherty Wealth Advisers’s Tesla TSLA Stock Holding History

Dougherty Wealth Advisers’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 		$240K Hold
570
– – 0.13% 46
2026
Q1 		$212K Hold
570
– – 0.13% 44
2025
Q4 		$256K Hold
570
– – 0.14% 41
2025
Q3 		$253K Hold
570
– – 0.16% 33
2025
Q2 		$181K Buy
570
+20
+4% +$6.03K 0.12% 39
2025
Q1 		$143K Hold
550
– – 0.11% 47
2024
Q4 		$222K Buy
+550
New +$177K 0.17% 38

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

Dougherty Wealth Advisers's TSLA Position: Q2 2026 in Review

Dougherty Wealth Advisers held its Tesla (TSLA) position steady in Q2 2026 at 570 shares worth $240K. The position accounts for 0.13% of the portfolio, ranked #46.

Dougherty Wealth Advisers first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $256K in Q4 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Dougherty Wealth Advisers held 570 shares of Tesla worth $240K as of Q2 2026.
  • Dougherty Wealth Advisers left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 0.13% of Dougherty Wealth Advisers's portfolio in Q2 2026, its #46 holding.
  • Dougherty Wealth Advisers first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • Dougherty Wealth Advisers's Tesla position peaked at $256K in Q4 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.