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Helium Advisors’s Tesla TSLA Stock Holding History

Helium 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 		$626K Sell
1,488
-5
-0.3% -$1.99K 0.52% 47
2026
Q1 		$555K Buy
1,493
+362
+32% +$149K 0.53% 46
2025
Q4 		$508K Sell
1,131
-172
-13% -$76.2K 0.51% 44
2025
Q3 		$579K Sell
1,303
-66
-5% -$22.9K 0.48% 41
2025
Q2 		$435K Buy
1,369
+239
+21% +$72K 0.27% 56
2025
Q1 		$293K Sell
1,130
-431
-28% -$144K 0.21% 71
2024
Q4 		$630K Buy
+1,561
New +$502K 0.5% 38

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

Helium Advisors's TSLA Position: Q2 2026 in Review

Helium Advisors reduced its Tesla (TSLA) stake by 0.33% in Q2 2026, selling an estimated $1.99K and leaving 1,488 shares worth $626K. The position accounts for 0.52% of the portfolio, ranked #47.

Helium Advisors first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $630K in Q4 2024. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Helium Advisors held 1,488 shares of Tesla worth $626K as of Q2 2026.
  • Helium Advisors sold 5 Tesla shares in Q2 2026, an estimated $1.99K.
  • Tesla made up 0.52% of Helium Advisors's portfolio in Q2 2026, its #47 holding.
  • Helium Advisors first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • Helium Advisors's Tesla position peaked at $630K in Q4 2024.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.