Icon Wealth Advisors’s Tesla TSLA Stock Holding History

Icon 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	$3.1M	Sell	7,380 -4,174	-36%	-$1.66M	0.19%	82
2026 Q1	$4.31M	Sell	11,554 -221	-2%	-$91K	0.28%	59
2025 Q4	$5.3M	Buy	11,775 +844	+8%	+$374K	0.35%	56
2025 Q3	$4.86M	Buy	10,931 +3,789	+53%	+$1.31M	0.33%	59
2025 Q2	$2.27M	Sell	7,142 -1,075	-13%	-$324K	0.16%	100
2025 Q1	$2.13M	Buy	8,217 +2,397	+41%	+$799K	0.18%	95
2024 Q4	$2.35M	Buy	5,820 +289	+5%	+$93K	0.19%	87
2024 Q3	$1.45M	Sell	5,531 -910	-14%	-$208K	0.12%	123
2024 Q2	$1.49M	Buy	6,441 +809	+14%	+$141K	0.13%	116
2024 Q1	$990K	Buy	5,632 +1,705	+43%	+$333K	0.09%	141
2023 Q4	$976K	Buy	+3,927	New	+$933K	0.1%	130
2022 Q4	$402K	Sell	3,263 -34	-1%	-$6.44K	0.05%	214
2022 Q3	$875K	Buy	+3,297	New	+$921K	0.11%	144

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Icon Wealth Advisors's TSLA Position: Q2 2026 in Review

Icon Wealth Advisors reduced its Tesla (TSLA) stake by 36% in Q2 2026, selling an estimated $1.66M and leaving 7,380 shares worth $3.1M. The position accounts for 0.19% of the portfolio, ranked #82.

Icon Wealth Advisors first reported a position in TSLA in Q3 2022 and has held it in 13 quarters since. The position peaked at $5.3M in Q4 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Icon Wealth Advisors held 7,380 shares of Tesla worth $3.1M as of Q2 2026.
Icon Wealth Advisors sold 4,174 Tesla shares in Q2 2026, an estimated $1.66M.
Tesla made up 0.19% of Icon Wealth Advisors's portfolio in Q2 2026, its #82 holding.
Icon Wealth Advisors first reported a position in Tesla in Q3 2022 and has held it in 13 quarters since.
Icon Wealth Advisors's Tesla position peaked at $5.3M in Q4 2025.
4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.