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Elwood & Goetz Wealth Advisory Group’s Tesla TSLA Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$990K Buy
2,354
+52
+2% +$20.7K 0.15% 51
2026
Q1 		$856K Buy
2,302
+73
+3% +$30.1K 0.15% 49
2025
Q4 		$1M Buy
2,229
+611
+38% +$271K 0.18% 42
2025
Q3 		$720K Sell
1,618
-20
-1% -$6.94K 0.14% 47
2025
Q2 		$520K Sell
1,638
-195
-11% -$58.7K 0.11% 58
2025
Q1 		$475K Buy
1,833
+235
+15% +$78.3K 0.12% 54
2024
Q4 		$645K Buy
1,598
+17
+1% +$5.47K 0.16% 43
2024
Q3 		$414K Hold
1,581
– – 0.1% 62
2024
Q2 		$313K Hold
1,581
– – 0.09% 58
2024
Q1 		$278K Hold
1,581
– – 0.07% 70
2023
Q4 		$393K Buy
1,581
+136
+9% +$32.3K 0.08% 56
2023
Q3 		$362K Hold
1,445
– – 0.08% 56
2023
Q2 		$378K Sell
1,445
-54
-4% -$10.8K 0.09% 49
2023
Q1 		$311K Buy
+1,499
New +$261K 0.07% 50
2022
Q4 		– Sell
-1,509
Closed -$400K – 74
2022
Q3 		$400K Hold
1,509
– – 0.14% 44
2022
Q2 		$339K Sell
1,509
-36
-2% -$9.83K 0.11% 46
2022
Q1 		$555K Buy
1,545
+36
+2% +$11.2K 0.17% 38
2021
Q4 		$532K Sell
1,509
-45
-3% -$15.1K 0.17% 37
2021
Q3 		$402K Hold
1,554
– – 0.14% 38
2021
Q2 		$352K Hold
1,554
– – 0.13% 36
2021
Q1 		$346K Hold
1,554
– – 0.14% 35
2020
Q4 		$366K Sell
1,554
-12
-0.8% -$2.05K 0.17% 36
2020
Q3 		$224K Buy
+1,566
New +$185K 0.12% 37

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

Elwood & Goetz Wealth Advisory Group's TSLA Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Tesla (TSLA) stake by 2.3% in Q2 2026, buying an estimated $20.7K and bringing the position to 2,354 shares worth $990K. The position accounts for 0.15% of the portfolio, ranked #51.

Elwood & Goetz Wealth Advisory Group first reported a position in TSLA in Q3 2020 and has held it in 23 quarters since. The position peaked at $1M in Q4 2025. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 2,354 shares of Tesla worth $990K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group bought 52 Tesla shares in Q2 2026, an estimated $20.7K.
  • Tesla made up 0.15% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #51 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Tesla in Q3 2020 and has held it in 23 quarters since.
  • Elwood & Goetz Wealth Advisory Group's Tesla position peaked at $1M in Q4 2025.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.