HCR Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.55M | Buy |
15,580
+231
| +2% | +$91.9K | 0.59% | 30 |
|
|
2026
Q1 | $5.71M | Sell |
15,349
-93
| -0.6% | -$38.3K | 0.59% | 29 |
|
|
2025
Q4 | $6.94M | Buy |
15,442
+989
| +7% | +$438K | 0.69% | 24 |
|
|
2025
Q3 | $6.3M | Sell |
14,453
-309
| -2% | -$107K | 0.65% | 26 |
|
|
2025
Q2 | $4.69M | Sell |
14,762
-295
| -2% | -$88.9K | 0.55% | 29 |
|
|
2025
Q1 | $3.9M | Buy |
15,057
+798
| +6% | +$266K | 0.51% | 32 |
|
|
2024
Q4 | $5.76M | Sell |
14,259
-93
| -0.6% | -$29.9K | 0.72% | 18 |
|
|
2024
Q3 | $3.76M | Sell |
14,352
-1,064
| -7% | -$243K | 0.49% | 34 |
|
|
2024
Q2 | $3.05M | Buy |
15,416
+580
| +4% | +$101K | 0.44% | 38 |
|
|
2024
Q1 | $2.61M | Sell |
14,836
-899
| -6% | -$176K | 0.4% | 41 |
|
|
2023
Q4 | $3.91M | Buy |
15,735
+6,205
| +65% | +$1.47M | 0.62% | 27 |
|
|
2023
Q3 | $2.38M | Buy |
9,530
+591
| +7% | +$152K | 0.52% | 35 |
|
|
2023
Q2 | $2.34M | Sell |
8,939
-4,282
| -32% | -$856K | 0.43% | 41 |
|
|
2023
Q1 | $2.74M | Buy |
13,221
+254
| +2% | +$44.3K | 0.54% | 36 |
|
|
2022
Q4 | $1.6M | Sell |
12,967
-67
| -0.5% | -$12.7K | 0.34% | 62 |
|
|
2022
Q3 | $3.46M | Sell |
13,034
-673
| -5% | -$188K | 0.73% | 27 |
|
|
2022
Q2 | $3.08M | Buy |
13,707
+1,185
| +9% | +$323K | 0.62% | 32 |
|
|
2022
Q1 | $4.5M | Buy |
12,522
+18
| +0.1% | +$5.61K | 0.74% | 25 |
|
|
2021
Q4 | $4.41M | Sell |
12,504
-417
| -3% | -$140K | 0.68% | 27 |
|
|
2021
Q3 | $3.34M | Sell |
12,921
-498
| -4% | -$117K | 0.56% | 35 |
|
|
2021
Q2 | $3.04M | Sell |
13,419
-1,482
| -10% | -$322K | 0.53% | 40 |
|
|
2021
Q1 | $3.32M | Buy |
14,901
+420
| +3% | +$105K | 0.66% | 28 |
|
|
2020
Q4 | $3.41M | Sell |
14,481
-525
| -3% | -$89.6K | 0.71% | 25 |
|
|
2020
Q3 | $2.15M | Sell |
15,006
-189
| -1% | -$22.3K | 0.49% | 38 |
|
|
2020
Q2 | $1.13M | Sell |
15,195
-675
| -4% | -$36.5K | 0.27% | 67 |
|
|
2020
Q1 | $554K | Sell |
15,870
-1,050
| -6% | -$43.5K | 0.16% | 86 |
|
|
2019
Q4 | $472K | Sell |
16,920
-2,400
| -12% | -$52.1K | 0.11% | 102 |
|
|
2019
Q3 | $317K | Sell |
19,320
-1,110
| -5% | -$17.4K | 0.11% | 119 |
|
|
2019
Q2 | $304K | Sell |
20,430
-4,725
| -19% | -$73.5K | 0.09% | 127 |
|
|
2019
Q1 | $357K | Buy |
25,155
+5,910
| +31% | +$119K | 0.1% | 128 |
|
|
2018
Q4 | $427K | Buy |
19,245
+90
| +0.5% | +$1.94K | 0.14% | 107 |
|
|
2018
Q3 | $373K | Sell |
19,155
-255
| -1% | -$5.31K | 0.12% | 116 |
|
|
2018
Q2 | $444K | Sell |
19,410
-1,755
| -8% | -$35.7K | 0.15% | 111 |
|
|
2018
Q1 | $376K | Sell |
21,165
-705
| -3% | -$15.5K | 0.13% | 124 |
|
|
2017
Q4 | $454K | Buy |
21,870
+675
| +3% | +$14.7K | 0.16% | 111 |
|
|
2017
Q3 | $482K | Buy |
21,195
+3,690
| +21% | +$85.1K | 0.2% | 100 |
|
|
2017
Q2 | $422K | Buy |
17,505
+255
| +1% | +$5.61K | 0.21% | 89 |
|
|
2017
Q1 | $320K | Sell |
17,250
-975
| -5% | -$16.5K | 0.16% | 111 |
|
|
2016
Q4 | $260K | Buy |
+18,225
| New | +$240K | 0.14% | 115 |
|
Other funds holding TSLA
HCR Wealth Advisors's TSLA Position: Q2 2026 in Review
HCR Wealth Advisors increased its Tesla (TSLA) stake by 1.5% in Q2 2026, buying an estimated $91.9K and bringing the position to 15,580 shares worth $6.55M. The position accounts for 0.59% of the portfolio, ranked #30.
HCR Wealth Advisors first reported a position in TSLA in Q4 2016 and has held it in 39 quarters since. The position peaked at $6.94M in Q4 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.
- HCR Wealth Advisors held 15,580 shares of Tesla worth $6.55M as of Q2 2026.
- HCR Wealth Advisors bought 231 Tesla shares in Q2 2026, an estimated $91.9K.
- Tesla made up 0.59% of HCR Wealth Advisors's portfolio in Q2 2026, its #30 holding.
- HCR Wealth Advisors first reported a position in Tesla in Q4 2016 and has held it in 39 quarters since.
- HCR Wealth Advisors's Tesla position peaked at $6.94M in Q4 2025.
- 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.
Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.