FWA
TSLA icon

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 		$841K Buy
+2,000
New +$795K 0.09% 122
2026
Q1 		– Sell
-11,500
Closed -$7.9K – 329
2025
Q4 		$7.9K Buy
+11,500
New +$5.1M ﹤0.01% 306

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

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. 4,286 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.
  • 4,286 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.