LA
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Lifeworks Advisors’s Tesla TSLA Stock Holding History

Lifeworks 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 		$2.2M Buy
5,225
+278
+6% +$111K 0.23% 95
2026
Q1 		$1.84M Buy
4,947
+906
+22% +$373K 0.24% 94
2025
Q4 		$1.82M Sell
4,041
-65
-2% -$28.8K 0.24% 96
2025
Q3 		$1.83M Buy
4,106
+1,223
+42% +$424K 0.24% 93
2025
Q2 		$916K Buy
2,883
+275
+11% +$82.9K 0.14% 133
2025
Q1 		$676K Sell
2,608
-702
-21% -$234K 0.11% 154
2024
Q4 		$1.34M Sell
3,310
-1,458
-31% -$469K 0.24% 102
2024
Q3 		$1.25M Buy
4,768
+213
+5% +$48.6K 0.25% 101
2024
Q2 		$901K Sell
4,555
-29
-0.6% -$5.07K 0.25% 89
2024
Q1 		$806K Sell
4,584
-1,775
-28% -$347K 0.23% 101
2023
Q4 		$1.58M Buy
6,359
+1,190
+23% +$283K 0.55% 59
2023
Q3 		$1.29M Sell
5,169
-1,997
-28% -$513K 0.5% 61
2023
Q2 		$1.88M Buy
7,166
+1,144
+19% +$229K 0.8% 38
2023
Q1 		$1.25M Buy
6,022
+2,464
+69% +$430K 0.59% 56
2022
Q4 		$438K Sell
3,558
-24
-0.7% -$4.54K 0.25% 88
2022
Q3 		$815K Sell
3,582
-489
-12% -$137K 0.46% 77
2022
Q2 		$914K Buy
4,071
+24
+0.6% +$6.55K 0.58% 58
2022
Q1 		$1.45M Buy
4,047
+114
+3% +$35.5K 0.96% 30
2021
Q4 		$1.39M Buy
+3,933
New +$1.32M 1.1% 28

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

Lifeworks Advisors's TSLA Position: Q2 2026 in Review

Lifeworks Advisors increased its Tesla (TSLA) stake by 5.6% in Q2 2026, buying an estimated $111K and bringing the position to 5,225 shares worth $2.2M. The position accounts for 0.23% of the portfolio, ranked #95.

Lifeworks Advisors first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. 4,302 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Lifeworks Advisors held 5,225 shares of Tesla worth $2.2M as of Q2 2026.
  • Lifeworks Advisors bought 278 Tesla shares in Q2 2026, an estimated $111K.
  • Tesla made up 0.23% of Lifeworks Advisors's portfolio in Q2 2026, its #95 holding.
  • Lifeworks Advisors first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • 4,302 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.