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Medallion Wealth Advisors’s Tesla TSLA Stock Holding History

Medallion 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 		$598K Buy
1,421
+39
+3% +$15.5K 0.19% 116
2026
Q1 		$514K Buy
1,382
+204
+17% +$84K 0.17% 125
2025
Q4 		$530K Buy
1,178
+13
+1% +$5.76K 0.18% 119
2025
Q3 		$518K Buy
1,165
+40
+4% +$13.9K 0.18% 119
2025
Q2 		$339K Buy
1,125
+27
+2% +$8.13K 0.13% 158
2025
Q1 		$295K Buy
1,098
+127
+13% +$42.3K 0.13% 154
2024
Q4 		$387K Buy
+971
New +$312K 0.19% 114

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

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

Medallion Wealth Advisors increased its Tesla (TSLA) stake by 2.8% in Q2 2026, buying an estimated $15.5K and bringing the position to 1,421 shares worth $598K. The position accounts for 0.19% of the portfolio, ranked #116.

Medallion Wealth Advisors first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. 4,308 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Medallion Wealth Advisors held 1,421 shares of Tesla worth $598K as of Q2 2026.
  • Medallion Wealth Advisors bought 39 Tesla shares in Q2 2026, an estimated $15.5K.
  • Tesla made up 0.19% of Medallion Wealth Advisors's portfolio in Q2 2026, its #116 holding.
  • Medallion Wealth Advisors first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • 4,308 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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