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Opal Wealth Advisors’s Tesla TSLA Stock Holding History

Opal 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 		$2.25M Buy
5,360
+211
+4% +$83.9K 0.49% 26
2026
Q1 		$1.91M Sell
5,149
-111
-2% -$45.7K 0.43% 27
2025
Q4 		$2.37M Sell
5,260
-307
-6% -$136K 0.62% 26
2025
Q3 		$2.48M Sell
5,567
-245
-4% -$85K 0.69% 22
2025
Q2 		$1.85M Buy
5,812
+107
+2% +$32.2K 0.51% 24
2025
Q1 		$1.48M Buy
5,705
+298
+6% +$99.3K 0.46% 25
2024
Q4 		$2.18M Buy
5,407
+322
+6% +$104K 0.66% 26
2024
Q3 		$1.33M Sell
5,085
-48
-0.9% -$10.9K 0.42% 37
2024
Q2 		$1.02M Buy
5,133
+619
+14% +$108K 0.33% 40
2024
Q1 		$794K Buy
4,514
+107
+2% +$20.9K 0.27% 51
2023
Q4 		$1.1M Buy
4,407
+54
+1% +$12.8K 0.43% 37
2023
Q3 		$1.09M Buy
4,353
+42
+1% +$10.8K 0.64% 24
2023
Q2 		$1.13M Buy
4,311
+109
+3% +$21.8K 0.56% 21
2023
Q1 		$872K Buy
4,202
+100
+2% +$17.4K 0.51% 22
2022
Q4 		$505K Buy
4,102
+157
+4% +$29.7K 0.28% 53
2022
Q3 		$1.05M Sell
3,945
-3
-0.1% -$838 0.76% 19
2022
Q2 		$886K Buy
3,948
+48
+1% +$13.1K 0.59% 25
2022
Q1 		$1.4M Buy
3,900
+105
+3% +$32.7K 1.22% 15
2021
Q4 		$1.34M Buy
3,795
+132
+4% +$44.3K 0.85% 25
2021
Q3 		$947K Sell
3,663
-525
-13% -$124K 0.91% 19
2021
Q2 		$949K Buy
4,188
+525
+14% +$114K 0.88% 19
2021
Q1 		$816K Buy
3,663
+75
+2% +$18.8K 0.89% 18
2020
Q4 		$844K Buy
+3,588
New +$612K 1.06% 13

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

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

Opal Wealth Advisors increased its Tesla (TSLA) stake by 4.1% in Q2 2026, buying an estimated $83.9K and bringing the position to 5,360 shares worth $2.25M. The position accounts for 0.49% of the portfolio, ranked #26.

Opal Wealth Advisors first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.48M in Q3 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Opal Wealth Advisors held 5,360 shares of Tesla worth $2.25M as of Q2 2026.
  • Opal Wealth Advisors bought 211 Tesla shares in Q2 2026, an estimated $83.9K.
  • Tesla made up 0.49% of Opal Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Opal Wealth Advisors first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
  • Opal Wealth Advisors's Tesla position peaked at $2.48M in Q3 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.