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Perspective Wealth Advisors’s Tesla TSLA Stock Holding History

Perspective 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 		$529K Buy
1,258
+47
+4% +$18.7K 0.29% 49
2026
Q1 		$450K Buy
1,211
+109
+10% +$44.9K 0.29% 44
2025
Q4 		$496K Buy
+1,102
New +$489K 0.35% 41

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

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

Perspective Wealth Advisors increased its Tesla (TSLA) stake by 3.9% in Q2 2026, buying an estimated $18.7K and bringing the position to 1,258 shares worth $529K. The position accounts for 0.29% of the portfolio, ranked #49.

Perspective Wealth Advisors first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Perspective Wealth Advisors held 1,258 shares of Tesla worth $529K as of Q2 2026.
  • Perspective Wealth Advisors bought 47 Tesla shares in Q2 2026, an estimated $18.7K.
  • Tesla made up 0.29% of Perspective Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • Perspective Wealth Advisors first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.