LWA
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Lantern Wealth Advisors’s Tesla TSLA Stock Holding History

Lantern 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 		$622K Sell
1,480
-61
-4% -$24.3K 0.29% 84
2026
Q1 		$573K Buy
1,541
+65
+4% +$26.8K 0.29% 88
2025
Q4 		$664K Buy
1,476
+111
+8% +$49.2K 0.35% 78
2025
Q3 		$607K Sell
1,365
-406
-23% -$141K 0.32% 77
2025
Q2 		$563K Buy
+1,771
New +$534K 0.34% 73
2024
Q4 		$420K Sell
1,039
-150
-13% -$48.3K 0.27% 81
2024
Q3 		$311K Sell
1,189
-75
-6% -$17.1K 0.22% 92
2024
Q2 		$250K Hold
1,264
– – 0.18% 103
2024
Q1 		$222K Sell
1,264
-270
-18% -$52.8K 0.16% 119
2023
Q4 		$381K Buy
+1,534
New +$365K 0.3% 83

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

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

Lantern Wealth Advisors reduced its Tesla (TSLA) stake by 4% in Q2 2026, selling an estimated $24.3K and leaving 1,480 shares worth $622K. The position accounts for 0.29% of the portfolio, ranked #84.

Lantern Wealth Advisors first reported a position in TSLA in Q4 2023 and has held it in 10 quarters since. The position peaked at $664K in Q4 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Lantern Wealth Advisors held 1,480 shares of Tesla worth $622K as of Q2 2026.
  • Lantern Wealth Advisors sold 61 Tesla shares in Q2 2026, an estimated $24.3K.
  • Tesla made up 0.29% of Lantern Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • Lantern Wealth Advisors first reported a position in Tesla in Q4 2023 and has held it in 10 quarters since.
  • Lantern Wealth Advisors's Tesla position peaked at $664K in Q4 2025.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.