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Pacific Capital Wealth Advisors’s Tesla TSLA Stock Holding History

Pacific Capital 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 		$1.84M Sell
4,366
-60
-1% -$23.9K 0.28% 30
2026
Q1 		$1.65M Buy
4,426
+335
+8% +$138K 0.28% 30
2025
Q4 		$1.84M Buy
4,091
+906
+28% +$402K 0.32% 29
2025
Q3 		$1.42M Buy
3,185
+126
+4% +$43.7K 0.25% 31
2025
Q2 		$899K Sell
3,059
-1,023
-25% -$308K 0.16% 40
2025
Q1 		$1.06M Buy
4,082
+269
+7% +$89.6K 0.18% 41
2024
Q4 		$1.54M Sell
3,813
-10
-0.3% -$3.22K 0.26% 34
2024
Q3 		$1M Sell
3,823
-341
-8% -$77.8K 0.17% 40
2024
Q2 		$824K Buy
4,164
+781
+23% +$136K 0.15% 40
2024
Q1 		$595K Buy
3,383
+261
+8% +$51K 0.14% 42
2023
Q4 		$776K Buy
3,122
+60
+2% +$14.3K 0.2% 40
2023
Q3 		$766K Hold
3,062
– – 0.21% 40
2023
Q2 		$802K Buy
3,062
+159
+5% +$31.8K 0.2% 41
2023
Q1 		$602K Buy
+2,903
New +$506K 0.16% 55
2022
Q4 		– Sell
-1,842
Closed -$489K – 98
2022
Q3 		$489K Buy
1,842
+48
+3% +$13.4K 0.13% 58
2022
Q2 		$403K Buy
1,794
+405
+29% +$111K 0.11% 67
2022
Q1 		$499K Buy
1,389
+330
+31% +$103K 0.14% 68
2021
Q4 		$373K Buy
1,059
+12
+1% +$4.03K 0.11% 72
2021
Q3 		$271K Buy
+1,047
New +$246K 0.09% 73
2020
Q4 		– Sell
-438
Closed -$63K – 182
2020
Q3 		$63K Buy
+438
New +$51.7K 0.04% 95

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Pacific Capital Wealth Advisors's TSLA Position: Q2 2026 in Review

Pacific Capital Wealth Advisors reduced its Tesla (TSLA) stake by 1.4% in Q2 2026, selling an estimated $23.9K and leaving 4,366 shares worth $1.84M. The position accounts for 0.28% of the portfolio, ranked #30.

Pacific Capital Wealth Advisors first reported a position in TSLA in Q3 2020 and has held it in 20 quarters since. The position peaked at $1.84M in Q4 2025. 890 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Pacific Capital Wealth Advisors held 4,366 shares of Tesla worth $1.84M as of Q2 2026.
  • Pacific Capital Wealth Advisors sold 60 Tesla shares in Q2 2026, an estimated $23.9K.
  • Tesla made up 0.28% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Pacific Capital Wealth Advisors first reported a position in Tesla in Q3 2020 and has held it in 20 quarters since.
  • Pacific Capital Wealth Advisors's Tesla position peaked at $1.84M in Q4 2025.
  • 890 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.