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Guardian Wealth Advisors (North Carolina)’s Tesla TSLA Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$13.3M Sell
31,696
-158
-0.5% -$62.8K 0.75% 31
2026
Q1 		$11.8M Sell
31,854
-1,213
-4% -$500K 0.75% 30
2025
Q4 		$14.9M Buy
33,067
+479
+1% +$212K 0.92% 23
2025
Q3 		$14.5M Buy
32,588
+332
+1% +$115K 0.94% 24
2025
Q2 		$10.2M Buy
32,256
+1,558
+5% +$469K 0.72% 31
2025
Q1 		$7.96M Buy
30,698
+42
+0.1% +$14K 0.64% 33
2024
Q4 		$12.4M Buy
30,656
+18,464
+151% +$5.94M 0.98% 24
2024
Q3 		$3.19M Sell
12,192
-145
-1% -$33.1K 0.34% 43
2024
Q2 		$2.44M Buy
12,337
+148
+1% +$25.9K 0.29% 50
2024
Q1 		$2.14M Sell
12,189
-67
-0.5% -$13.1K 0.26% 56
2023
Q4 		$3.05M Sell
12,256
-436
-3% -$104K 0.46% 35
2023
Q3 		$3.18M Sell
12,692
-494
-4% -$127K 0.54% 32
2023
Q2 		$3.45M Buy
13,186
+558
+4% +$112K 0.59% 23
2023
Q1 		$2.62M Sell
12,628
-354
-3% -$61.8K 0.46% 25
2022
Q4 		$1.6M Buy
12,982
+496
+4% +$93.9K 0.31% 41
2022
Q3 		$3.31M Buy
12,486
+501
+4% +$140K 0.62% 20
2022
Q2 		$2.69M Buy
11,985
+6,408
+115% +$1.75M 0.49% 22
2022
Q1 		$2M Sell
5,577
-1,275
-19% -$397K 0.86% 19
2021
Q4 		$2.41M Buy
+6,852
New +$2.3M 1.04% 20

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

Guardian Wealth Advisors (North Carolina)'s TSLA Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Tesla (TSLA) stake by 0.5% in Q2 2026, selling an estimated $62.8K and leaving 31,696 shares worth $13.3M. The position accounts for 0.75% of the portfolio, ranked #31.

Guardian Wealth Advisors (North Carolina) first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.9M in Q4 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 31,696 shares of Tesla worth $13.3M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 158 Tesla shares in Q2 2026, an estimated $62.8K.
  • Tesla made up 0.75% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #31 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Tesla position peaked at $14.9M in Q4 2025.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.