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Kingswood Wealth Advisors’s Tesla TSLA Stock Holding History

Kingswood 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 		$17M Buy
40,401
+3,536
+10% +$1.41M 0.69% 23
2026
Q1 		$13.7M Buy
36,865
+319
+0.9% +$131K 0.65% 23
2025
Q4 		$16.4M Buy
36,546
+7,494
+26% +$3.32M 0.79% 23
2025
Q3 		$12.9M Buy
29,052
+1,390
+5% +$482K 0.78% 19
2025
Q2 		$8.79M Sell
27,662
-553
-2% -$167K 0.69% 19
2025
Q1 		$7.33M Sell
28,215
-198
-0.7% -$66K 0.67% 17
2024
Q4 		$11.5M Sell
28,413
-5,434
-16% -$1.75M 0.86% 16
2024
Q3 		$8.85M Sell
33,847
-7,514
-18% -$1.71M 0.63% 24
2024
Q2 		$8.18M Buy
41,361
+5,265
+15% +$920K 0.74% 15
2024
Q1 		$6.35M Sell
36,096
-15,925
-31% -$3.11M 0.73% 19
2023
Q4 		$12.9M Buy
52,021
+22,494
+76% +$5.35M 1.47% 7
2023
Q3 		$11.7M Buy
29,527
+6,720
+29% +$1.73M 2% 6
2023
Q2 		$5.97M Buy
+22,807
New +$4.56M 1.9% 7

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Kingswood Wealth Advisors increased its Tesla (TSLA) stake by 9.6% in Q2 2026, buying an estimated $1.41M and bringing the position to 40,401 shares worth $17M. The position accounts for 0.69% of the portfolio, ranked #23.

Kingswood Wealth Advisors first reported a position in TSLA in Q2 2023 and has held it in 13 quarters since. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Kingswood Wealth Advisors held 40,401 shares of Tesla worth $17M as of Q2 2026.
  • Kingswood Wealth Advisors bought 3,536 Tesla shares in Q2 2026, an estimated $1.41M.
  • Tesla made up 0.69% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Kingswood Wealth Advisors first reported a position in Tesla in Q2 2023 and has held it in 13 quarters since.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.