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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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

IVC Wealth Advisors increased its Tesla (TSLA) stake by 0.04% in Q2 2026, buying an estimated $398 and bringing the position to 2,705 shares worth $1.14M. The position accounts for 0.44% of the portfolio, ranked #44.

IVC Wealth Advisors first reported a position in TSLA in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.21M in Q4 2025. 781 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • IVC Wealth Advisors held 2,705 shares of Tesla worth $1.14M as of Q2 2026.
  • IVC Wealth Advisors bought 1 Tesla share in Q2 2026, an estimated $398.
  • Tesla made up 0.44% of IVC Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • IVC Wealth Advisors first reported a position in Tesla in Q1 2022 and has held it in 16 quarters since.
  • IVC Wealth Advisors's Tesla position peaked at $1.21M in Q4 2025.
  • 781 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.