Motive Wealth Advisors’s Tesla TSLA Stock Holding History

Motive 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	$2.06M	Buy	4,896 +165	+3%	+$65.6K	0.85%	24
2026 Q1	$1.76M	Hold	4,731	–	–	0.83%	24
2025 Q4	$2.13M	Buy	4,731 +10	+0.2%	+$4.43K	0.91%	23
2025 Q3	$2.1M	Buy	4,721 +46	+1%	+$16K	0.91%	23
2025 Q2	$1.49M	Buy	4,675 +402	+9%	+$121K	0.68%	25
2025 Q1	$1.11M	Sell	4,273 -184	-4%	-$61.3K	0.59%	26
2024 Q4	$1.8M	Buy	4,457 +267	+6%	+$85.9K	0.97%	23
2024 Q3	$829K	Hold	4,190	–	–	0.5%	28
2024 Q2	$829K	Buy	4,190 +347	+9%	+$60.6K	0.5%	28
2024 Q1	$676K	Buy	3,843 +2,441	+174%	+$477K	0.41%	34
2023 Q4	$348K	Sell	1,402 -118	-8%	-$28K	0.4%	32
2023 Q3	$380K	Buy	1,520 +164	+12%	+$42.1K	0.42%	31
2023 Q2	$355K	Sell	1,356 -127	-9%	-$25.4K	0.37%	35
2023 Q1	$308K	Buy	+1,483	New	+$259K	0.34%	39
2022 Q4	–	Sell	-1,977	Closed	-$524K	–	64
2022 Q3	$524K	Buy	+1,977	New	+$552K	0.42%	32
2022 Q2	–	Sell	-1,899	Closed	-$682K	–	83
2022 Q1	$682K	Buy	+1,899	New	+$591K	0.47%	44

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Motive Wealth Advisors increased its Tesla (TSLA) stake by 3.5% in Q2 2026, buying an estimated $65.6K and bringing the position to 4,896 shares worth $2.06M. The position accounts for 0.85% of the portfolio, ranked #24.

Motive Wealth Advisors first reported a position in TSLA in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.13M in Q4 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Motive Wealth Advisors held 4,896 shares of Tesla worth $2.06M as of Q2 2026.
Motive Wealth Advisors bought 165 Tesla shares in Q2 2026, an estimated $65.6K.
Tesla made up 0.85% of Motive Wealth Advisors's portfolio in Q2 2026, its #24 holding.
Motive Wealth Advisors first reported a position in Tesla in Q1 2022 and has held it in 16 quarters since.
Motive Wealth Advisors's Tesla position peaked at $2.13M in Q4 2025.
4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.