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Muirfield Wealth Advisors’s Tesla TSLA Stock Holding History

Muirfield 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 		$789K Hold
1,875
– – 0.51% 45
2026
Q1 		$697K Hold
1,875
– – 0.51% 46
2025
Q4 		$843K Sell
1,875
-170
-8% -$75.4K 0.62% 40
2025
Q3 		$909K Sell
2,045
-72
-3% -$25K 0.67% 33
2025
Q2 		$672K Hold
2,117
– – 0.54% 40
2025
Q1 		$549K Buy
2,117
+43
+2% +$14.3K 0.47% 43
2024
Q4 		$838K Buy
2,074
+29
+1% +$9.33K 0.69% 36
2024
Q3 		$535K Buy
2,045
+98
+5% +$22.3K 0.45% 44
2024
Q2 		$385K Buy
1,947
+72
+4% +$12.6K 0.36% 47
2024
Q1 		$330K Hold
1,875
– – 0.32% 47
2023
Q4 		$466K Buy
+1,875
New +$446K 0.49% 42

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

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

Muirfield Wealth Advisors held its Tesla (TSLA) position steady in Q2 2026 at 1,875 shares worth $789K. The position accounts for 0.51% of the portfolio, ranked #45.

Muirfield Wealth Advisors first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $909K in Q3 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Muirfield Wealth Advisors held 1,875 shares of Tesla worth $789K as of Q2 2026.
  • Muirfield Wealth Advisors left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 0.51% of Muirfield Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • Muirfield Wealth Advisors first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
  • Muirfield Wealth Advisors's Tesla position peaked at $909K in Q3 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.