LWA
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Lineweaver Wealth Advisors’s Tesla TSLA Stock Holding History

Lineweaver 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 		$7.09M Buy
16,858
+1,443
+9% +$574K 0.84% 27
2026
Q1 		$5.73M Buy
15,415
+240
+2% +$98.9K 0.77% 29
2025
Q4 		$6.82M Buy
15,175
+406
+3% +$180K 0.92% 26
2025
Q3 		$6.57M Sell
14,769
-265
-2% -$91.9K 0.96% 25
2025
Q2 		$4.78M Buy
15,034
+1,351
+10% +$407K 0.75% 32
2025
Q1 		$3.55M Buy
13,683
+1,871
+16% +$624K 0.6% 35
2024
Q4 		$4.77M Buy
11,812
+596
+5% +$192K 0.88% 28
2024
Q3 		$2.93M Buy
11,216
+472
+4% +$108K 0.56% 38
2024
Q2 		$2.13M Sell
10,744
-301
-3% -$52.6K 0.44% 41
2024
Q1 		$1.94M Buy
11,045
+1,884
+21% +$368K 0.46% 45
2023
Q4 		$2.28M Buy
9,161
+1,271
+16% +$302K 0.59% 35
2023
Q3 		$1.97M Buy
7,890
+1,100
+16% +$283K 0.57% 35
2023
Q2 		$1.78M Buy
6,790
+23
+0.3% +$4.6K 0.51% 43
2023
Q1 		$1.4M Buy
6,767
+282
+4% +$49.2K 0.43% 54
2022
Q4 		$799K Buy
6,485
+670
+12% +$127K 0.24% 76
2022
Q3 		$1.54M Sell
5,815
-44
-0.8% -$12.3K 0.5% 44
2022
Q2 		$1.31M Buy
5,859
+276
+5% +$75.3K 0.43% 47
2022
Q1 		$2M Buy
5,583
+309
+6% +$96.2K 0.57% 33
2021
Q4 		$1.86M Sell
5,274
-4,860
-48% -$1.63M 0.54% 33
2021
Q3 		$2.62M Buy
10,134
+15
+0.1% +$3.53K 0.8% 27
2021
Q2 		$2.29M Hold
10,119
– – 0.75% 29
2021
Q1 		$2.25M Buy
10,119
+30
+0.3% +$7.53K 0.8% 26
2020
Q4 		$2.37M Buy
10,089
+90
+0.9% +$15.4K 0.93% 24
2020
Q3 		$1.43M Sell
9,999
-936
-9% -$111K 0.64% 28
2020
Q2 		$787K Buy
10,935
+450
+4% +$24.3K 0.4% 33
2020
Q1 		$376K Buy
10,485
+870
+9% +$36.1K 0.24% 48
2019
Q4 		$268K Buy
+9,615
New +$209K 0.15% 55

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

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

Lineweaver Wealth Advisors increased its Tesla (TSLA) stake by 9.4% in Q2 2026, buying an estimated $574K and bringing the position to 16,858 shares worth $7.09M. The position accounts for 0.84% of the portfolio, ranked #27.

Lineweaver Wealth Advisors first reported a position in TSLA in Q4 2019 and has held it in 27 quarters since. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Lineweaver Wealth Advisors held 16,858 shares of Tesla worth $7.09M as of Q2 2026.
  • Lineweaver Wealth Advisors bought 1,443 Tesla shares in Q2 2026, an estimated $574K.
  • Tesla made up 0.84% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Lineweaver Wealth Advisors first reported a position in Tesla in Q4 2019 and has held it in 27 quarters since.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.