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PCG Wealth Advisors’s Tesla TSLA Stock Holding History

PCG 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 		$1.62M Buy
3,855
+415
+12% +$165K 0.36% 75
2026
Q1 		$1.28M Sell
3,440
-452
-12% -$186K 0.32% 81
2025
Q4 		$1.75M Sell
3,892
-134
-3% -$59.4K 0.5% 60
2025
Q3 		$1.79M Sell
4,026
-287
-7% -$99.5K 0.52% 58
2025
Q2 		$1.37M Sell
4,313
-522
-11% -$157K 0.7% 40
2025
Q1 		$1.25M Buy
4,835
+1,560
+48% +$520K 0.44% 66
2024
Q4 		$1.32M Sell
3,275
-300
-8% -$96.5K 0.49% 63
2024
Q3 		$935K Sell
3,575
-2
-0.1% -$456 0.36% 65
2024
Q2 		$708K Sell
3,577
-72
-2% -$12.6K 0.31% 67
2024
Q1 		$641K Sell
3,649
-155
-4% -$30.3K 0.31% 61
2023
Q4 		$945K Buy
3,804
+40
+1% +$9.51K 0.53% 48
2023
Q3 		$942K Buy
3,764
+250
+7% +$64.2K 0.62% 42
2023
Q2 		$920K Sell
3,514
-272
-7% -$54.4K 0.57% 43
2023
Q1 		$785K Sell
3,786
-496
-12% -$86.5K 0.5% 50
2022
Q4 		$527K Sell
4,282
-3,838
-47% -$727K 0.33% 61
2022
Q3 		$2.15M Buy
8,120
+3,530
+77% +$986K 0.77% 35
2022
Q2 		$1.03M Buy
4,590
+465
+11% +$127K 0.74% 32
2022
Q1 		$1.48M Buy
4,125
+150
+4% +$46.7K 0.94% 27
2021
Q4 		$1.4M Buy
+3,975
New +$1.33M 0.97% 24

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

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

PCG Wealth Advisors increased its Tesla (TSLA) stake by 12% in Q2 2026, buying an estimated $165K and bringing the position to 3,855 shares worth $1.62M. The position accounts for 0.36% of the portfolio, ranked #75.

PCG Wealth Advisors first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.15M in Q3 2022. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • PCG Wealth Advisors held 3,855 shares of Tesla worth $1.62M as of Q2 2026.
  • PCG Wealth Advisors bought 415 Tesla shares in Q2 2026, an estimated $165K.
  • Tesla made up 0.36% of PCG Wealth Advisors's portfolio in Q2 2026, its #75 holding.
  • PCG Wealth Advisors first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • PCG Wealth Advisors's Tesla position peaked at $2.15M in Q3 2022.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.