Inspirion 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 | $797K | Buy |
1,874
+12
| +0.6% | +$4.77K | 0.09% | 85 |
|
|
2026
Q1 | $692K | Buy |
1,862
+100
| +6% | +$41.2K | 0.09% | 87 |
|
|
2025
Q4 | $792K | Sell |
1,762
-517
| -23% | -$229K | 0.1% | 82 |
|
|
2025
Q3 | $596K | Buy |
2,279
+289
| +15% | +$100K | 0.08% | 88 |
|
|
2025
Q2 | $632K | Buy |
1,990
+16
| +0.8% | +$4.82K | 0.08% | 91 |
|
|
2025
Q1 | $512K | Buy |
1,974
+210
| +12% | +$70K | 0.07% | 92 |
|
|
2024
Q4 | $696K | Sell |
1,764
-515
| -23% | -$166K | 0.1% | 79 |
|
|
2024
Q3 | $596K | Hold |
2,279
| – | – | 0.08% | 88 |
|
|
2024
Q2 | $451K | Buy |
2,279
+5
| +0.2% | +$874 | 0.07% | 95 |
|
|
2024
Q1 | $400K | Sell |
2,274
-107
| -4% | -$20.9K | 0.07% | 101 |
|
|
2023
Q4 | $591K | Buy |
2,381
+26
| +1% | +$6.18K | 0.11% | 79 |
|
|
2023
Q3 | $589K | Buy |
2,355
+7
| +0.3% | +$1.8K | 0.11% | 78 |
|
|
2023
Q2 | $615K | Buy |
2,348
+9
| +0.4% | +$1.8K | 0.12% | 77 |
|
|
2023
Q1 | $485K | Buy |
+2,339
| New | +$408K | 0.1% | 84 |
|
|
2022
Q4 | – | Sell |
-1,918
| Closed | -$509K | – | 129 |
|
|
2022
Q3 | $509K | Buy |
1,918
+19
| +1% | +$5.31K | 0.11% | 75 |
|
|
2022
Q2 | $426K | Sell |
1,899
-120
| -6% | -$32.8K | 0.09% | 81 |
|
|
2022
Q1 | $725K | Buy |
2,019
+75
| +4% | +$23.4K | 0.15% | 55 |
|
|
2021
Q4 | $685K | Buy |
1,944
+60
| +3% | +$20.1K | 0.14% | 56 |
|
|
2021
Q3 | $487K | Buy |
1,884
+90
| +5% | +$21.2K | 0.11% | 59 |
|
|
2021
Q2 | $406K | Hold |
1,794
| – | – | 0.1% | 64 |
|
|
2021
Q1 | $399K | Hold |
1,794
| – | – | 0.11% | 62 |
|
|
2020
Q4 | $422K | Sell |
1,794
-342
| -16% | -$58.4K | 0.12% | 55 |
|
|
2020
Q3 | $305K | Sell |
2,136
-3,759
| -64% | -$444K | 0.1% | 60 |
|
|
2020
Q2 | $424K | Buy |
5,895
+30
| +0.5% | +$1.62K | 0.17% | 49 |
|
|
2020
Q1 | $205K | Buy |
+5,865
| New | +$243K | 0.1% | 68 |
|
|
2018
Q2 | – | Sell |
-11,385
| Closed | -$202K | – | 77 |
|
|
2018
Q1 | $202K | Hold |
11,385
| – | – | 0.1% | 72 |
|
|
2017
Q4 | $236K | Hold |
11,385
| – | – | 0.11% | 62 |
|
|
2017
Q3 | $259K | Hold |
11,385
| – | – | 0.13% | 56 |
|
|
2017
Q2 | $274K | Hold |
11,385
| – | – | 0.15% | 56 |
|
|
2017
Q1 | $211K | Buy |
+11,385
| New | +$193K | 0.12% | 62 |
|
Other funds holding TSLA
Inspirion Wealth Advisors's TSLA Position: Q2 2026 in Review
Inspirion Wealth Advisors increased its Tesla (TSLA) stake by 0.64% in Q2 2026, buying an estimated $4.77K and bringing the position to 1,874 shares worth $797K. The position accounts for 0.09% of the portfolio, ranked #85.
Inspirion Wealth Advisors first reported a position in TSLA in Q1 2017 and has held it in 30 quarters since. 4,306 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.
- Inspirion Wealth Advisors held 1,874 shares of Tesla worth $797K as of Q2 2026.
- Inspirion Wealth Advisors bought 12 Tesla shares in Q2 2026, an estimated $4.77K.
- Tesla made up 0.09% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #85 holding.
- Inspirion Wealth Advisors first reported a position in Tesla in Q1 2017 and has held it in 30 quarters since.
- 4,306 funds tracked by Wall St. Rank held Tesla as of Q2 2026.
Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.