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OneAscent Wealth Management’s Tesla TSLA Stock Holding History

OneAscent Wealth Management’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 		$535K Buy
1,271
+97
+8% +$38.6K 0.16% 70
2026
Q1 		$436K Sell
1,174
-21
-2% -$8.65K 0.14% 78
2025
Q4 		$537K Buy
1,195
+151
+14% +$66.9K 0.18% 64
2025
Q3 		$464K Sell
1,044
-568
-35% -$197K 0.16% 73
2025
Q2 		$512K Buy
1,612
+267
+20% +$80.4K 0.19% 61
2025
Q1 		$349K Sell
1,345
-515
-28% -$172K 0.15% 82
2024
Q4 		$751K Sell
1,860
-1,815
-49% -$584K 0.31% 38
2024
Q3 		$961K Sell
3,675
-632
-15% -$144K 0.36% 28
2024
Q2 		$852K Sell
4,307
-369
-8% -$64.5K 0.44% 14
2024
Q1 		$822K Buy
4,676
+265
+6% +$51.8K 0.32% 33
2023
Q4 		$1.1M Buy
4,411
+924
+26% +$220K 0.44% 24
2023
Q3 		$873K Buy
3,487
+1,841
+112% +$473K 0.38% 34
2023
Q2 		$431K Sell
1,646
-677
-29% -$135K 0.2% 42
2023
Q1 		$482K Sell
2,323
-435
-16% -$75.9K 0.19% 62
2022
Q4 		$340K Buy
2,758
+460
+20% +$87.1K 0.16% 91
2022
Q3 		$610K Sell
2,298
-9
-0.4% -$2.51K 0.32% 28
2022
Q2 		$518K Sell
2,307
-114
-5% -$31.1K 0.26% 47
2022
Q1 		$870K Buy
+2,421
New +$754K 0.43% 28
2021
Q1 		$288K Buy
1,293
+39
+3% +$9.79K 0.12% 170
2020
Q4 		$295K Buy
+1,254
New +$214K 0.13% 156

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

OneAscent Wealth Management's TSLA Position: Q2 2026 in Review

OneAscent Wealth Management increased its Tesla (TSLA) stake by 8.3% in Q2 2026, buying an estimated $38.6K and bringing the position to 1,271 shares worth $535K. The position accounts for 0.16% of the portfolio, ranked #70.

OneAscent Wealth Management first reported a position in TSLA in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.1M in Q4 2023. 4,291 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • OneAscent Wealth Management held 1,271 shares of Tesla worth $535K as of Q2 2026.
  • OneAscent Wealth Management bought 97 Tesla shares in Q2 2026, an estimated $38.6K.
  • Tesla made up 0.16% of OneAscent Wealth Management's portfolio in Q2 2026, its #70 holding.
  • OneAscent Wealth Management first reported a position in Tesla in Q4 2020 and has held it in 20 quarters since.
  • OneAscent Wealth Management's Tesla position peaked at $1.1M in Q4 2023.
  • 4,291 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on OneAscent Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.