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Net Worth Advisory Group’s Tesla TSLA Stock Holding History

Net Worth Advisory Group’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 		$2.53M Sell
6,010
-2,893
-32% -$1.15M 0.64% 31
2026
Q1 		$3.31M Sell
8,903
-276
-3% -$114K 0.69% 28
2025
Q4 		$4.13M Buy
9,179
+3,560
+63% +$1.58M 0.83% 22
2025
Q3 		$2.5M Sell
5,619
-1,959
-26% -$679K 0.72% 22
2025
Q2 		$2.41M Buy
7,578
+3,508
+86% +$1.06M 0.53% 39
2025
Q1 		$1.05M Buy
4,070
+18
+0.4% +$6K 0.33% 46
2024
Q4 		$1.64M Sell
4,052
-55
-1% -$17.7K 0.5% 34
2024
Q3 		$1.07M Buy
+4,107
New +$937K 0.32% 49

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

Net Worth Advisory Group's TSLA Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Tesla (TSLA) stake by 32% in Q2 2026, selling an estimated $1.15M and leaving 6,010 shares worth $2.53M. The position accounts for 0.64% of the portfolio, ranked #31.

Net Worth Advisory Group first reported a position in TSLA in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.13M in Q4 2025. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Net Worth Advisory Group held 6,010 shares of Tesla worth $2.53M as of Q2 2026.
  • Net Worth Advisory Group sold 2,893 Tesla shares in Q2 2026, an estimated $1.15M.
  • Tesla made up 0.64% of Net Worth Advisory Group's portfolio in Q2 2026, its #31 holding.
  • Net Worth Advisory Group first reported a position in Tesla in Q3 2024 and has held it in 8 quarters since.
  • Net Worth Advisory Group's Tesla position peaked at $4.13M in Q4 2025.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.