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Octavia Wealth Advisors’s Tesla TSLA Stock Holding History

Octavia 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 		$2.93M Sell
6,974
-507
-7% -$202K 0.25% 39
2026
Q1 		$2.78M Sell
7,481
-403
-5% -$166K 0.27% 39
2025
Q4 		$3.55M Sell
7,884
-1,048
-12% -$465K 0.34% 41
2025
Q3 		$3.97M Buy
8,932
+1,362
+18% +$472K 0.4% 35
2025
Q2 		$2.4M Sell
7,570
-1,030
-12% -$310K 0.27% 42
2025
Q1 		$2.23M Buy
8,600
+174
+2% +$58K 0.27% 42
2024
Q4 		$3.4M Buy
8,426
+15
+0.2% +$4.83K 0.41% 33
2024
Q3 		$2.2M Buy
8,411
+316
+4% +$72.1K 0.27% 41
2024
Q2 		$1.6M Buy
8,095
+973
+14% +$170K 0.22% 51
2024
Q1 		$1.25M Buy
7,122
+2,269
+47% +$443K 0.19% 60
2023
Q4 		$1.21M Buy
4,853
+304
+7% +$72.2K 0.21% 66
2023
Q3 		$1.14M Sell
4,549
-2
-0% -$514 0.23% 58
2023
Q2 		$1.19M Sell
4,551
-160
-3% -$32K 0.24% 55
2023
Q1 		$977K Buy
4,711
+181
+4% +$31.6K 0.22% 60
2022
Q4 		$558K Sell
4,530
-366
-7% -$69.3K 0.14% 83
2022
Q3 		$1.3M Sell
4,896
-381
-7% -$106K 0.35% 47
2022
Q2 		$1.19M Buy
5,277
+1,782
+51% +$486K 0.31% 56
2022
Q1 		$1.25M Sell
3,495
-87
-2% -$27.1K 0.28% 54
2021
Q4 		$1.26M Buy
3,582
+270
+8% +$90.6K 0.27% 57
2021
Q3 		$857K Buy
3,312
+501
+18% +$118K 0.22% 64
2021
Q2 		$637K Buy
2,811
+234
+9% +$50.8K 0.17% 78
2021
Q1 		$574K Buy
2,577
+54
+2% +$13.6K 0.17% 83
2020
Q4 		$593K Buy
+2,523
New +$431K 0.19% 84

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

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

Octavia Wealth Advisors reduced its Tesla (TSLA) stake by 6.8% in Q2 2026, selling an estimated $202K and leaving 6,974 shares worth $2.93M. The position accounts for 0.25% of the portfolio, ranked #39.

Octavia Wealth Advisors first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.97M in Q3 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Octavia Wealth Advisors held 6,974 shares of Tesla worth $2.93M as of Q2 2026.
  • Octavia Wealth Advisors sold 507 Tesla shares in Q2 2026, an estimated $202K.
  • Tesla made up 0.25% of Octavia Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • Octavia Wealth Advisors first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
  • Octavia Wealth Advisors's Tesla position peaked at $3.97M in Q3 2025.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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