LA
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LVW Advisors’s Tesla TSLA Stock Holding History

LVW 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 		$4.55M Buy
10,818
+31
+0.3% +$12.3K 0.39% 39
2026
Q1 		$4.01M Buy
10,787
+120
+1% +$49.4K 0.38% 36
2025
Q4 		$4.8M Buy
10,667
+18
+0.2% +$7.98K 0.49% 31
2025
Q3 		$4.74M Buy
10,649
+2,437
+30% +$845K 0.48% 30
2025
Q2 		$2.61M Buy
8,212
+1,519
+23% +$458K 0.28% 46
2025
Q1 		$1.73M Buy
6,693
+118
+2% +$39.3K 0.21% 69
2024
Q4 		$2.66M Buy
6,575
+256
+4% +$82.4K 0.32% 50
2024
Q3 		$1.65M Buy
6,319
+1,878
+42% +$428K 0.21% 74
2024
Q2 		$879K Buy
4,441
+460
+12% +$80.4K 0.13% 103
2024
Q1 		$700K Sell
3,981
-219
-5% -$42.8K 0.12% 124
2023
Q4 		$1.04M Buy
4,200
+1,166
+38% +$277K 0.2% 81
2023
Q3 		$759K Buy
3,034
+1,393
+85% +$358K 0.16% 86
2023
Q2 		$430K Buy
1,641
+42
+3% +$8.4K 0.08% 140
2023
Q1 		$332K Buy
+1,599
New +$279K 0.06% 176
2022
Q4 		– Sell
-2,786
Closed -$739K – 240
2022
Q3 		$739K Sell
2,786
-157
-5% -$43.8K 0.17% 95
2022
Q2 		$661K Sell
2,943
-312
-10% -$85.2K 0.13% 111
2022
Q1 		$1.17M Buy
3,255
+117
+4% +$36.4K 0.2% 80
2021
Q4 		$1.1M Sell
3,138
-420
-12% -$141K 0.19% 88
2021
Q3 		$920K Buy
3,558
+876
+33% +$206K 0.16% 102
2021
Q2 		$608K Buy
2,682
+144
+6% +$31.3K 0.11% 132
2021
Q1 		$565K Buy
2,538
+1,140
+82% +$286K 0.11% 132
2020
Q4 		$329K Buy
+1,398
New +$239K 0.07% 160

Other funds holding TSLA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

LVW Advisors's TSLA Position: Q2 2026 in Review

LVW Advisors increased its Tesla (TSLA) stake by 0.29% in Q2 2026, buying an estimated $12.3K and bringing the position to 10,818 shares worth $4.55M. The position accounts for 0.39% of the portfolio, ranked #39.

LVW Advisors first reported a position in TSLA in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.8M in Q4 2025. 2,016 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • LVW Advisors held 10,818 shares of Tesla worth $4.55M as of Q2 2026.
  • LVW Advisors bought 31 Tesla shares in Q2 2026, an estimated $12.3K.
  • Tesla made up 0.39% of LVW Advisors's portfolio in Q2 2026, its #39 holding.
  • LVW Advisors first reported a position in Tesla in Q4 2020 and has held it in 22 quarters since.
  • LVW Advisors's Tesla position peaked at $4.8M in Q4 2025.
  • 2,016 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.