IVC Wealth Advisors
TSLA icon

IVC Wealth Advisors’s Tesla TSLA Stock Holding History

IVC 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
Q3 		$962K Buy
2,711
+6
+0.2% +$2.15K 0.39% 47
2026
Q2 		$1.14M Buy
2,705
+1
+0% +$398 0.44% 44
2026
Q1 		$1.01M Buy
2,704
+16
+0.6% +$6.59K 0.44% 44
2025
Q4 		$1.21M Buy
2,688
+4
+0.1% +$1.77K 0.53% 35
2025
Q3 		$1.19M Buy
2,684
+59
+2% +$20.5K 0.53% 35
2025
Q2 		$834K Buy
2,625
+10
+0.4% +$3.01K 0.41% 52
2025
Q1 		$678K Buy
2,615
+289
+12% +$96.3K 0.36% 58
2024
Q4 		$939K Sell
2,326
-177
-7% -$56.9K 0.53% 42
2024
Q3 		$655K Sell
2,503
-518
-17% -$118K 0.36% 64
2024
Q2 		$598K Buy
3,021
+379
+14% +$66.2K 0.33% 69
2024
Q1 		$464K Buy
2,642
+1,810
+218% +$354K 0.27% 86
2023
Q4 		$207K Buy
832
+25
+3% +$5.94K 0.13% 153
2023
Q3 		$202K Sell
807
-9
-1% -$2.31K 0.14% 139
2023
Q2 		$214K Buy
+816
New +$163K 0.14% 137
2022
Q4 		– Sell
-948
Closed -$251K – 159
2022
Q3 		$251K Buy
948
+30
+3% +$8.38K 0.2% 116
2022
Q2 		$206K Buy
918
+141
+18% +$38.5K 0.16% 137
2022
Q1 		$279K Buy
+777
New +$242K 0.18% 118

Other funds holding TSLA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

IVC Wealth Advisors's TSLA Position: Q3 2026 in Review

IVC Wealth Advisors increased its Tesla (TSLA) stake by 0.22% in Q3 2026, buying an estimated $2.15K and bringing the position to 2,711 shares worth $962K. The position accounts for 0.39% of the portfolio, ranked #47.

IVC Wealth Advisors first reported a position in TSLA in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.21M in Q4 2025. 3,717 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • IVC Wealth Advisors held 2,711 shares of Tesla worth $962K as of Q3 2026.
  • IVC Wealth Advisors bought 6 Tesla shares in Q3 2026, an estimated $2.15K.
  • Tesla made up 0.39% of IVC Wealth Advisors's portfolio in Q3 2026, its #47 holding.
  • IVC Wealth Advisors first reported a position in Tesla in Q1 2022 and has held it in 17 quarters since.
  • IVC Wealth Advisors's Tesla position peaked at $1.21M in Q4 2025.
  • 3,717 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.