HNWAG
TSLA icon

High Net Worth Advisory Group’s Tesla TSLA Stock Holding History

High Net Worth Advisory Group’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 		$2.59M Sell
6,154
-828
-12% -$329K 0.55% 49
2026
Q1 		$2.6M Buy
6,982
+205
+3% +$84.5K 0.61% 42
2025
Q4 		$3.05M Buy
6,777
+319
+5% +$141K 0.7% 39
2025
Q3 		$2.87M Buy
6,458
+856
+15% +$297K 0.69% 40
2025
Q2 		$1.78M Buy
5,602
+409
+8% +$123K 0.47% 50
2025
Q1 		$1.35M Buy
5,193
+389
+8% +$130K 0.38% 63
2024
Q4 		$1.94M Buy
4,804
+236
+5% +$75.9K 0.54% 48
2024
Q3 		$1.2M Sell
4,568
-357
-7% -$81.4K 0.33% 68
2024
Q2 		$975K Sell
4,925
-1,598
-24% -$279K 0.3% 75
2024
Q1 		$1.15M Sell
6,523
-1,272
-16% -$249K 0.36% 65
2023
Q4 		$1.94M Sell
7,795
-86
-1% -$20.4K 0.72% 36
2023
Q3 		$1.97M Buy
7,881
+500
+7% +$128K 0.79% 33
2023
Q2 		$1.93M Sell
7,381
-106
-1% -$21.2K 0.75% 35
2023
Q1 		$1.55M Buy
7,487
+1,508
+25% +$263K 0.63% 42
2022
Q4 		$736K Buy
5,979
+137
+2% +$25.9K 0.29% 90
2022
Q3 		$1.55M Sell
5,842
-1,577
-21% -$440K 0.66% 39
2022
Q2 		$1.67M Buy
7,419
+3,366
+83% +$919K 0.69% 39
2022
Q1 		$1.46M Sell
4,053
-1,209
-23% -$377K 0.53% 49
2021
Q4 		$1.85M Buy
+5,262
New +$1.76M 0.65% 37

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

High Net Worth Advisory Group's TSLA Position: Q2 2026 in Review

High Net Worth Advisory Group reduced its Tesla (TSLA) stake by 12% in Q2 2026, selling an estimated $329K and leaving 6,154 shares worth $2.59M. The position accounts for 0.55% of the portfolio, ranked #49.

High Net Worth Advisory Group first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.05M in Q4 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • High Net Worth Advisory Group held 6,154 shares of Tesla worth $2.59M as of Q2 2026.
  • High Net Worth Advisory Group sold 828 Tesla shares in Q2 2026, an estimated $329K.
  • Tesla made up 0.55% of High Net Worth Advisory Group's portfolio in Q2 2026, its #49 holding.
  • High Net Worth Advisory Group first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • High Net Worth Advisory Group's Tesla position peaked at $3.05M in Q4 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.