FSM Wealth Advisors’s Tesla TSLA Stock Holding History

FSM Wealth 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	$4.32M	Sell	10,264 -311	-3%	-$124K	0.46%	36
2026 Q1	$3.93M	Buy	10,575 +16	+0.2%	+$6.59K	0.51%	34
2025 Q4	$4.75M	Buy	10,559 +373	+4%	+$165K	0.65%	31
2025 Q3	$4.53M	Buy	10,186 +1,113	+12%	+$386K	0.64%	32
2025 Q2	$2.67M	Buy	9,073 +4,238	+88%	+$1.28M	0.43%	44
2025 Q1	$1.25M	Sell	4,835 -231	-5%	-$77K	0.28%	50
2024 Q4	$2.1M	Sell	5,066 -59	-1%	-$19K	0.51%	37
2024 Q3	$1.34M	Buy	5,125 +1,127	+28%	+$257K	0.36%	46
2024 Q2	$791K	Buy	3,998 +821	+26%	+$143K	0.27%	65
2024 Q1	$558K	Buy	3,177 +959	+43%	+$187K	0.2%	79
2023 Q4	$551K	Buy	2,218 +466	+27%	+$111K	0.23%	75
2023 Q3	$438K	Sell	1,752 -447	-20%	-$115K	0.22%	82
2023 Q2	$593K	Sell	2,199 -8	-0.4%	-$1.6K	0.3%	69
2023 Q1	$458K	Buy	+2,207	New	+$385K	0.27%	82
2022 Q4	–	Sell	-942	Closed	-$250K	–	147
2022 Q3	$250K	Buy	+942	New	+$263K	0.21%	113

Other funds holding TSLA

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FSM Wealth Advisors's TSLA Position: Q2 2026 in Review

FSM Wealth Advisors reduced its Tesla (TSLA) stake by 2.9% in Q2 2026, selling an estimated $124K and leaving 10,264 shares worth $4.32M. The position accounts for 0.46% of the portfolio, ranked #36.

FSM Wealth Advisors first reported a position in TSLA in Q3 2022 and has held it in 15 quarters since. The position peaked at $4.75M in Q4 2025. 2,665 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

FSM Wealth Advisors held 10,264 shares of Tesla worth $4.32M as of Q2 2026.
FSM Wealth Advisors sold 311 Tesla shares in Q2 2026, an estimated $124K.
Tesla made up 0.46% of FSM Wealth Advisors's portfolio in Q2 2026, its #36 holding.
FSM Wealth Advisors first reported a position in Tesla in Q3 2022 and has held it in 15 quarters since.
FSM Wealth Advisors's Tesla position peaked at $4.75M in Q4 2025.
2,665 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.