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Kellett Wealth Advisors’s Tesla TSLA Stock Holding History

Kellett 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 		$801K Buy
1,905
+80
+4% +$31.8K 0.37% 34
2026
Q1 		$678K Buy
1,825
+343
+23% +$141K 0.37% 37
2025
Q4 		$666K Buy
1,482
+45
+3% +$19.9K 0.38% 37
2025
Q3 		$639K Sell
1,437
-50
-3% -$17.3K 0.39% 37
2025
Q2 		$472K Sell
1,487
-293
-16% -$88.3K 0.31% 38
2025
Q1 		$461K Sell
1,780
-14
-0.8% -$4.67K 0.32% 36
2024
Q4 		$724K Buy
1,794
+355
+25% +$114K 0.5% 27
2024
Q3 		$376K Hold
1,439
– – 0.27% 42
2024
Q2 		$285K Sell
1,439
-320
-18% -$55.9K 0.23% 52
2024
Q1 		$309K Sell
1,759
-210
-11% -$41K 0.21% 64
2023
Q4 		$489K Sell
1,969
-418
-18% -$99.3K 0.36% 43
2023
Q3 		$597K Buy
2,387
+60
+3% +$15.4K 0.51% 26
2023
Q2 		$609K Buy
2,327
+10
+0.4% +$2K 0.55% 24
2023
Q1 		$481K Buy
2,317
+110
+5% +$19.2K 0.46% 26
2022
Q4 		$272K Buy
2,207
+50
+2% +$9.47K 0.26% 40
2022
Q3 		$491K Buy
2,157
+15
+0.7% +$4.19K 0.6% 23
2022
Q2 		$481K Buy
2,142
+180
+9% +$49.1K 0.62% 24
2022
Q1 		$705K Buy
1,962
+24
+1% +$7.47K 0.56% 25
2021
Q4 		$683K Buy
+1,938
New +$650K 0.52% 27

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Kellett Wealth Advisors increased its Tesla (TSLA) stake by 4.4% in Q2 2026, buying an estimated $31.8K and bringing the position to 1,905 shares worth $801K. The position accounts for 0.37% of the portfolio, ranked #34.

Kellett Wealth Advisors first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. 1,580 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Kellett Wealth Advisors held 1,905 shares of Tesla worth $801K as of Q2 2026.
  • Kellett Wealth Advisors bought 80 Tesla shares in Q2 2026, an estimated $31.8K.
  • Tesla made up 0.37% of Kellett Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • Kellett Wealth Advisors first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • 1,580 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.