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Pension & Wealth Management Advisors’s Tesla TSLA Stock Holding History

Pension & Wealth Management 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 		$137K Sell
324
-33
-9% -$13.1K 0.04% 213
2026
Q1 		$133K Buy
357
+15
+4% +$6.18K 0.04% 199
2025
Q4 		$154K Buy
342
+25
+8% +$11.1K 0.05% 186
2025
Q3 		$141K Buy
317
+50
+19% +$17.3K 0.04% 174
2025
Q2 		$85.1K Sell
267
-154
-37% -$46.4K 0.03% 211
2025
Q1 		$109K Sell
421
-51
-11% -$17K 0.04% 192
2024
Q4 		$191K Buy
472
+17
+4% +$5.47K 0.08% 137
2024
Q3 		$119K Buy
455
+200
+78% +$45.6K 0.06% 143
2024
Q2 		$50.5K Hold
255
– – 0.03% 203
2024
Q1 		$44.8K Hold
255
– – 0.03% 206
2023
Q4 		$63.4K Buy
255
+105
+70% +$25K 0.04% 163
2023
Q3 		$37.5K Sell
150
-15,160
-99% -$3.89M 0.03% 177
2023
Q2 		$39.3K Buy
15,310
+15,018
+5,143% +$3M 0.03% 174
2023
Q1 		$60.6K Buy
292
+142
+95% +$24.8K 0.05% 150
2022
Q4 		$18.5K Buy
+150
New +$28.4K 0.02% 196

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pension & Wealth Management Advisors's TSLA Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its Tesla (TSLA) stake by 9.2% in Q2 2026, selling an estimated $13.1K and leaving 324 shares worth $137K. The position accounts for 0.04% of the portfolio, ranked #213.

Pension & Wealth Management Advisors first reported a position in TSLA in Q4 2022 and has held it in 15 quarters since. The position peaked at $191K in Q4 2024. 4,110 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Pension & Wealth Management Advisors held 324 shares of Tesla worth $137K as of Q2 2026.
  • Pension & Wealth Management Advisors sold 33 Tesla shares in Q2 2026, an estimated $13.1K.
  • Tesla made up 0.04% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #213 holding.
  • Pension & Wealth Management Advisors first reported a position in Tesla in Q4 2022 and has held it in 15 quarters since.
  • Pension & Wealth Management Advisors's Tesla position peaked at $191K in Q4 2024.
  • 4,110 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.